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 an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients as well as some institutional relationships, with a focus on financial planning and portfolio management for individuals and small businesses. Its fees are a mix of asset-based charges, hourly billing and fixed fees. The firm does not position itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The advisor also reports an industry affiliation with an insurance company.