InvestLinc Wealth Services

EST. AUM
$115,607,769

CONTACTS

CLIENT ACCOUNTS
636

Firm Details

Metro area Los Angeles
CRD Number 332607
Website investlincadvisors.com
Client types

Overview

InvestLinc Wealth Services, LLC is an independent SEC-registered investment adviser headquartered in Brea, California. The firm provides customized wealth management, discretionary portfolio management and financial planning to individuals, high-net-worth families, businesses, pension and profit-sharing plans, charities and foundations. Its investment approach combines traditional and alternative assets, including domestic and global equities, fixed income, ETFs, mutual funds and selected private investments. Services include investment-policy development, portfolio implementation, manager research, performance monitoring, tax-aware portfolio construction and financial planning. The firm emphasizes long-term, evidence-based investing, fiduciary advice and customized portfolios and reported approximately $115.6 million in regulatory assets under management in its 2026 Form ADV.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

InvestLinc Wealth Services

Platform Details

Investment Preferences

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Address

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