Wealthlynk, Inc.

Overview

Wealthlynk, Inc. is an independent registered investment adviser that began SEC registration in 2023 and is organized as a corporation with individual ownership. The firm serves both individual & family clients and institutional accounts, charging fees based on a percentage of assets under management. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. According to the profile data, Wealthlynk does not present itself as a capital allocator, is not active on ESG mandates, and is not positioned as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices