Wealthlynk, Inc.

Overview

Wealthlynk, Inc. is an independent registered investment adviser that became SEC-registered in 2023. The firm is owned by an individual and charges fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals, families and small businesses; it also serves some institutional clients. Wealthlynk describes itself as a newly formed adviser, does not self-identify as a capital allocator and is not an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives