InvestLinc Wealth Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,686,644
Clients
145
Advisors
4
of 4 employees
About
InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families and related entities, including trusts, foundations and closely held businesses. The firm offers customized investment implementation, consolidated reporting and a range of financial planning services — from retirement and tax planning to family wealth mentoring and philanthropic planning — and may assist with special projects at a client’s request.
The firm builds individualized Investment Policy Statements and manages portfolios using a mix of fundamental, technical and quantitative analysis across traditional and alternative asset classes, with periodic rebalancing and quarterly reviews. InvestLinc manages both discretionary and non‑discretionary accounts, conducts manager research, and may use small‑/mid‑cap, international and alternative strategies where appropriate.
What distinguishes InvestLinc from many peers is its affiliated business relationships: it is related to InvestLinc Classic, Inc., a licensed insurance agency whose producers may recommend commission‑based insurance products, and to MFO Resource, Inc., a property management company — arrangements the brochure notes can create referral or compensation conflicts that are disclosed to clients. The firm also uses certain affiliated IARs as referral sources (with disclosure to prospective clients) and offers access to private or alternative investments for which it may assess separate administrative or due‑diligence fees.
Client services
Expertise
Fee options
Comprehensive financial planning ranges from $7,500 to $10,000 depending on size and complexity
$0 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: Negotiable
$250 per hour for personal planning; $350 per hour for business related planning
Account minimum: $350,000
Main office
10 Pointe Dr., Suite 150
Brea CA 92821
Advisors at this office
4
Most active in
California · Texas
Also doing business as
Investlinc Wealth Services · Investlinc Wealth Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Diana K
Series 63, Series 65
Brea, CA
InvestLinc Wealth Services
Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has a legal background, working at the Law Office of Sharma Kliche, LLP since 2009 and previously at the Law Office of Mark E. Lewis from 2005 to 2017. Prior to joining InvestLinc in 2026, she spent six years with The Fix Project. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment solutions and comprehensive financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to manage portfolios across traditional and alternative asset classes, conducting manager research and rebalancing regularly.
Daniel D
Brea, CA
InvestLinc Wealth Services
Daniel Duffy is a financial advisor at InvestLinc Wealth Services with one year of industry experience. He has previously worked with LPL Financial LLC and has been involved with 1 Track Management since 2008. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment strategies and comprehensive financial planning, employing a mix of fundamental, technical, and quantitative analysis across various asset classes.
West C
CFP®, Series 65
Brea, CA
InvestLinc Wealth Services
West Cohan is a CFP® with 11 years of industry experience and is currently with InvestLinc Wealth Services. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities. The firm offers customized investment implementation, financial planning services, and manages portfolios using fundamental, technical, and quantitative analysis across traditional and alternative asset classes.
Rick E
Series 65
Brea, CA
InvestLinc Wealth Services
Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.
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