LDN Wealth, LLC

Updated today

Find your advisor

Client assets under management

Clients

271

25% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

136

Very High

Average account size

About

LDN Wealth advises individuals, high‑net‑worth clients, trusts and estates, offering comprehensive financial planning, written Advice Letters, and ongoing advisory oversight. The firm also provides UK consulting and transfer advisory services for clients with UK pension assets and facilitates introductions to third‑party investment managers for portfolio implementation.

LDN Wealth begins relationships by gathering detailed personal and financial information to define objectives and risk tolerance, then produces a suitability report and specific recommendations. Rather than directly trading or managing client portfolios, the firm recommends, onboards and monitors selected third‑party discretionary managers and serves as the communication conduit between clients and those managers.

Distinctive features include a dedicated UK pension transfer capability — reviewing UK pension arrangements, assisting with SIPP transfers, and coordinating FCA‑regulated advice when required — and the occasional, impersonal newsletter the firm distributes to clients and prospects. The advisory team also discloses limited outside business activities (mortgage origination, small‑business administration and real‑estate referrals) that the firm says are conducted on a small scale and managed through its compliance procedures.

Client services

Financial planning Selection of other advisers Newsletters or periodicals

Uk consulting and transfer advisory services

Fee options

Fixed

Initial financial planning or consulting services charged as a single flat fee ranging from $1,000 to $18,000

Percentage

$0 - $500,000: 0.75% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.30%

Project-based

Hourly rate of $350 used to calculate fixed fees for initial financial planning services

Other

Minimum fee: Initial financial planning or consulting services fixed fee ranging from $1,000 to $18,000 based on complexity and hourly rate of $350 Fee-only: Fees are fixed or asset-based and no commissions are charged

Main office location

LDN Wealth, LLC

3505 Lake Lynda Drive, Suite 200

Orlando FL 32817, United States

Number of offices

Most active in

California · Colorado · Connecticut · Florida · Georgia · Michigan · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (407) 567 1945

Advisors at this firm

John B

Series 65

Orlando, FL

LDN Wealth, LLC

John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.

Ryan S

Series 65

Orlando, FL

LDN Wealth, LLC

Ryan Schmitt is a financial advisor at LDN Wealth, LLC with a Series 65 designation and two years of industry experience. He has held multiple roles at LDN Wealth since 2024 and has worked in various positions including at the University of Mount Olive and Double Down Athletics. Outside of his advisory role, he coaches youth soccer as a goalkeeper coach for Florida Kraze Krush. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension consulting and facilitates introductions to third-party investment managers, serving as a liaison between clients and those managers.

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support