Investlinc Wealth Services

RIASEC & State Registered

Total AUM

$116M

Discretionary

$91.9M

79% of AUM

Avg account

$182K

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Brea, California
CRD number: 332607
Registered since: August 6, 2026
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, CAPITAL CLIENT GROUP, INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals48.45%
HNWI42.11%
Pension & Profit Sharing Plans4.04%
Charitable Organizations3.41%
Corporations / Businesses2%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Investlinc Wealth Services is an independent RIA organized as a limited liability company that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with institutional relationships as well. The firm is SEC registered (registration year 2026). Ownership is a mix of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. Investlinc identifies as a non-ESG-focused adviser, is not a multi-state adviser, and does not act as a capital allocator; it places client capital with external managers rather than running pooled funds in-house. The firm also lists an affiliation with an insurance company.