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INVESTLINC WEALTH SERVICES

INVESTLINC WEALTH SERVICES, LLC

CRD 332607

Visit website

10 POINTE DR., SUITE 150, BREA, CA, 92821, United States

Phone

714-563-3500

Fax

714-563-1316

Registration

— (—)

Source

State registered

Total AUM

$115.6M

Discretionary AUM

$91.9M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals107$56.0M
High net worth individuals38$48.7M
Corporations/business entities8$2.3M

All web addresses on file

Official SEC filing: View on IAPD