Investlinc Wealth Services

RIASEC Registered

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
Website: www.investlincadvisors.com
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 limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2026. Its client mix includes individuals and families as well as institutional relationships, and its service set centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: fees are charged as a percentage of assets under management, by the hour, or as fixed fees. Ownership is split between a domestic entity and an individual, and the firm maintains an industry affiliation with an insurance company. Investlinc does not act as a capital allocator—that is, it does not appear to operate its own private fund vehicles—and it does not identify as an active ESG investor.