Wealthlynk, Inc.

EST. AUM
$112,008,547

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area San Diego
CRD Number 327527
Website wealthlynk.com
Client types

Overview

Wealthlynk, Inc. is a Fallbrook, California-based registered investment adviser founded by Scott Weber. The firm provides personalized investment management, retirement planning and comprehensive wealth-management services. Its investment offering includes stocks, bonds, ETFs and mutual funds, with portfolios aligned to individual goals and risk considerations. WealthLynk also addresses estate-planning considerations in coordination with qualified legal professionals. Its client approach integrates investment decisions with retirement, education and broader wealth objectives.

Platform Details

Investment Preferences

Alternative Activity