WealthLynk, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$110,998,902
Clients
176
Advisors
1
of 1 employees
About
Wealthlynk is an independent advisory firm that provides ongoing portfolio management and financial planning to individuals and high‑net‑worth clients. The firm offers IPS‑based investment advice across mutual funds, ETFs, equities, and fixed income, and may recommend third‑party managers accessed through the Altruist platform; financial planning is provided to existing clients at no additional fee.
The firm’s process is primarily non‑discretionary and long‑term, relying on investment policy statements, periodic monitoring, and due diligence on third‑party managers before recommending strategies. Wealthlynk does not accept trading discretion and implements trades only after obtaining client consent, with at least quarterly reviews of accounts.
Compared with peers, Wealthlynk manages a relatively large client base for a solo practice—about 176 clients—and reports all regulatory assets under management as non‑discretionary ($0 discretionary; $112,008,547 non‑discretionary as of June 2026). The firm’s use of the Altruist platform for third‑party manager access (which requires custody at Altruist for those strategies) and the principal’s licensed insurance activities, disclosed as a potential conflict of interest, are additional distinguishing features.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001+: 1.00%
Main office
1615 S Mission Suite A
Fallbrook CA 92028
Advisors at this office
1
Most active in
California
Also doing business as
Wealthlynk Inc. · Wealthlynk, Inc. · Weber, Scott · Weber, Scott, Raygene
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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