The Lincoln National Life Insurance Company
$19.5M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$13.4M
$16.8M
2024
2025
Same-firm comparison: 1 firms that reported The Lincoln National Life Insurance Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2021, FY2022, FY2023.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Img Wealth Management, Inc. | $16.8M | $210M | 8.0% | 02/16/2026 |
| Northlanding Financial Partners, Llc | $2.1M | $152M | 1.4% | 03/18/2026 |
| Q2 Wealth Management Llc | $678K | $123M | 0.5% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.