Investlinc Wealth Services, LLC
CRD 332607SEC# 801-136804Brea, CA
No longer SEC-registered. Investlinc Wealth Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$115.6M
Employees
3
Accounts
636
Location
Brea, CA
Investlinc Wealth Services, LLC assets under management
Investlinc Wealth Services, LLC is a registered investment adviser overseen by the SEC based in Brea, CA. It reports $115.6 million in regulatory assets under management and employs 3 people.
Investlinc Wealth Services, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Plato 399 Revocable Trust Dated 8-14-2017 Control | Member | 25-50% | 2024 |
| Rick Ronald Emmett Control | Coo & Cco | Under 5% | 2024 |
| West & Sinyoung Cohan Family Trust Dtd 10/26/23 | Member | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Investlinc Wealth Services, LLC manage?
Investlinc Wealth Services, LLC reports $115.6 million in regulatory assets under management on its Form ADV.
How many employees does Investlinc Wealth Services, LLC have?
Investlinc Wealth Services, LLC reports 3 employees.
Where is Investlinc Wealth Services, LLC located?
Investlinc Wealth Services, LLC is based in Brea, CA.
Does Investlinc Wealth Services, LLC disclose fund performance?
Investlinc Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Pointe Dr., Suite 150, Brea, CA 92821 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$115.6Mregulatory AUM
Discretionary $91.9MNon-discretionary $23.7M