Wealthlynk, Inc.

Overview

Wealthlynk, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2026. The firm is individually owned and serves both individual/family and institutional clients. Its primary advisory services are financial planning and portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management. Wealthlynk is not positioned as a capital allocator, does not identify as an active ESG investor, and is not organized as a multi-state firm or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices