INVESTLINC WEALTH SERVICES, LLC

INVESTLINC WEALTH SERVICES, LLC of BREA, CA is an SEC-registered investment adviser (CRD 332607). Regulatory assets under management: $115.6M.

Registration

• CRD: 332607
• SEC file number: 801-136804
• Type: Registered investment adviser
• Location: 10 POINTE DR., SUITE 150, BREA, CA, 92821
• Phone: 714-563-3500
• Latest filing: 2026-06-30
• Regulatory AUM: $115.6M
• Discretionary AUM: $91.9M
• Non-discretionary AUM: $23.7M
• Clients: 3
• Accounts: 636

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search