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WEALTHLYNK, INC.
CRD 327527 · SEC 801-128485
1615 S MISSION SUITE A, FALLBROOK, CA, 92028, United States
Phone
760-621-4471
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$97.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $39.7M |
| High net worth individuals | 37 | $56.8M |
| Charitable organizations | 2 | $939K |
All web addresses on file
- https://www.wealthlynk.com
- https://www.instagram.com/wealthlynk
- https://www.facebook.com/RetireFallbrook
- https://www.facebook.com/RetireBonsall
- https://x.com/Wealthlynk
- https://www.linkedin.com/in/scottweberwealthlynk/
- https://nextdoor.com/page/wealthlynk-inc-fallbrook-ca?utm_campaign=1766426192002&share_action_id=6d36bd6e-903a-4f49-9389-869df2c
Official SEC filing: View on IAPD