GLOBALINK WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$12.7M

Discretionary

$12.7M

100% of AUM

Avg account

$269K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 323294
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI59.92%
Individuals24.69%
Corporations / Businesses12.03%
Pension & Profit Sharing Plans3.36%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Globalink Wealth Management, LLC is a small, privately held advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services — indicating it combines direct portfolio oversight with the ability to delegate to outside managers. It reports being a capital allocator and maintains affiliations as a broker‑dealer and as a CPO/CTA, which suggests the firm can arrange or sponsor alternative/derivatives strategies for client accounts. Fee arrangements are flexible: the firm uses asset‑based fees as well as hourly, fixed, and performance‑based billing depending on the engagement. Globalink does not identify as an active ESG investor, is not a multi‑state adviser, and does not describe pension consulting or related‑adviser activities on its ADV.