LINC WEALTH SOLUTIONS

LINC WEALTH SOLUTIONS of NORRISTOWN, PA is an SEC-registered investment adviser (CRD 174470). Regulatory assets under management: $11.4M.

Registration

• CRD: 174470
• Type: Registered investment adviser
• Location: 36 E. MAIN STREET, SUITE 201, NORRISTOWN, PA, 19401
• Phone: 215-806-9059
• Latest filing: 2026-03-27
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174470 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search