WealthLynk, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,502,886
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
216
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
216
Very HighAverage account size
$446,773
About
The firm provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients and also accepts charitable organization clients. Financial planning is provided to existing clients at no additional fee and portfolio guidance is typically memorialized in an Investment Policy Statement.
WealthLynk delivers tailored, non‑discretionary recommendations using long‑term strategies and multiple methods of analysis (including fundamental analysis, charting, and modern portfolio theory) and conducts at least quarterly account reviews. The firm does not accept trading discretion and implements trades only after obtaining client consent, which can affect execution timing and outcomes.
Noteworthy aspects include an unusually high client load for a single‑advisor independent firm (216 clients) and regulatory assets that are almost entirely non‑discretionary (listed as $97,442,283), both of which influence how trades are aggregated and executed. The principal is also a licensed insurance agent (creating disclosed commission‑related conflicts) and the firm prefers a particular custodian for operational convenience while accommodating client‑directed custody.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Income planning
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001+: 1.00%
Main office location
WealthLynk, Inc.
1615 S Mission Suite A
Fallbrook CA 92028, United States
Number of offices
1
Most active in
WealthLynk, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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