WEALTHLYNK, INC.
Adviser information for WEALTHLYNK, INC. last updated from Form ADV on January 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 197 | $45.7M |
| Total | 197 | $45.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 70 | $23.9M |
| HNW Individuals | 12 | $21.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128485 |
|---|---|
| SEC ERA File Number | 801-128485 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327527 |
| Legal Entity Identifier | None |
Principal Office
131 WEST BEECH STREETSUITE 101
FALLBROOK
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 760-621-4471, Fax: N/A
Websites
Chief Compliance Officer
SCOTT WEBER
OWNER AND CHIEF COMPLIANCE OFFICER
131 WEST BEECH STREET
SUITE 101
FALLBROOK
CA
United States
Tel:
760-621-4471
Fax:
N/A
S****@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Weber, Scott, R. | Individual | – | OWNER AND CHIEF COMPLIANCE OFFICER | 06/2023 | > 75% |