Net Worth Overview
Holdings by Entity
Value
Client Family Trust
$4.28M
Client A — Retirement
$860K
Client B — Retirement
$675K
529 Plans
$140K
ABC, LLC
$1.5M
Cash
5.7%
$425K
Marketable Securities
45.7%
$3.42M
Real Estate
28.0%
$2.1M
Private Investments
20.0%
$1.5M
Other Assets
0.7%
$50K
Total Net Worth
$6.65M
Lindy Wealth
as of May 31, 2026