WEALTHLYNK, INC.
WEALTHLYNK, INC. of FALLBROOK, CA is an SEC-registered investment adviser (CRD 327527). Regulatory assets under management: $112.0M.
Registration
- CRD: 327527
- SEC file number: 801-137244
- Type: Registered investment adviser
- Location: 1615 S MISSION SUITE A, FALLBROOK, CA, 92028
- Phone: 760-621-4471
- Latest filing: 2026-08-07
- Regulatory AUM: $112.0M
- Non-discretionary AUM: $112.0M
- Clients: 1
- Accounts: 178
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Weber Scott R | CHIEF COMPLIANCE OFFICER; OWNER AND CHIEF COMPLIANCE OFFICER | — |
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