Investlinc Wealth Services

RIASEC RegisteredEst. 2026

Total AUM

$116M

Discretionary

$91.9M

79% of AUM

Avg account

$182K

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Brea, California
CRD number: 332607
Registered since: August 6, 2026
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, CAPITAL CLIENT GROUP, INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals48.45%
HNWI42.11%
Pension & Profit Sharing Plans4.04%
Charitable Organizations3.41%
Corporations / Businesses2%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Investlinc Wealth Services is a privately held limited liability company operating as an independent registered investment adviser. The firm is registered with the SEC (registration year listed as 2026) and is owned by a mix of a domestic entity and an individual. Its client base includes individuals and families as well as some institutional relationships. Primary advisory offerings are financial planning and portfolio management for individuals and small businesses. Compensation is charged via a mix of percentage-of-AUM, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser or a pension consultant.