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| Keyboard |
| Investlinc Wealth Services LLC
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|---|---|
| CRD # | 332607 |
| SEC # | 801-136804 |
| CIK # | |
| AUM | 115.6 M (2026-06-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 714-563-3500 |
| Address | 10 Pointe Dr Brea, CA 92821 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 56.0 |
| (b) Individuals (high net worth individuals) | 38 | 48.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 115.6 |
| By Discretionary | ||
| Discretionary | 355 | 91.9 |
| Non-Discretionary | 281 | 23.7 |
| Total | 636 | 115.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.6 | |
| Total | 636 | 115.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pathway Wealth Management LLC
✚
|
TX | 116.0 M |
|
Modern Financial Planning LLC
✚
|
TX | 116.0 M |
|
Benson Wealth Management Inc
✚
|
116.0 M | |
|
Finhabits Advisors LLC
✚
|
NY | 116.0 M |
|
First Georgetown Securities Inc
✚
|
VA | 115.7 M |
|
Alpine Wealth Advisors LLC
✚
|
CO | 115.7 M |
|
Professional Financial Management Inc
✚
|
WI | 115.5 M |
|
KB Financial Advisors LLC
✚
|
CA | 115.5 M |
|
1818 Private Client Group LLC
✚
|
FL | 115.4 M |
|
KUTZ and Company Inc
✚
|
NY | 115.4 M |