WEALTHLYNK, INC.

Overview

Wealthlynk, Inc. is an independent registered investment adviser formed in 2023 that provides financial planning and portfolio management primarily to individuals, families and small businesses, with institutional relationships noted on its filing. The firm operates on a percentage-of-assets fee model and is organized as a corporation with individual ownership. Wealthlynk presents itself as an advisory practice focused on discretionary-style advice in process, but its current filings show the assets reported are managed on a non-discretionary basis, indicating the firm executes a consultative investment role for clients rather than broad discretionary trading authority. Wealthlynk does not report active ESG investing and is not registered as a multi-state adviser. Wealthlynk’s custodial relationship is concentrated with a single digital custodian, which supports a streamlined operational model and suggests a tech-forward platform for portfolio implementation and reporting. Investment activity to date shows a clear tilt toward exchange-traded equities as the dominant public-market allocation, supplemented by mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices