WEALTHLYNK, INC.

WEALTHLYNK, INC. of FALLBROOK, CA is an SEC-registered investment adviser (CRD 327527). Regulatory assets under management: $97.4M.

Registration

• CRD: 327527
• SEC file number: 801-128485
• Type: Registered investment adviser
• Location: 1615 S MISSION SUITE A, FALLBROOK, CA, 92028
• Phone: 760-621-4471
• Latest filing: 2026-02-05
• Regulatory AUM: $97.4M
• Non-discretionary AUM: $97.4M
• Clients: 1
• Accounts: 408

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 327527 on SEC IAPD (source of record)
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