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Investlinc Wealth Services

Investlinc Wealth Services. CRD 332607

Investlinc Wealth Services logo

CRD: 332607

Investlinc Wealth Services

Brea, CA, 92821
7145633500
www.investlincadvisors.com
$115.6M Total AUM
$91.9M Disc. AUM
-- 3Y CAGR
3 Employees
154 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Ascensus · Charles Schwab & Company · Principal
Clients
Retail and Institutional
Platforms
--
Established Date
08-14-2024
Office Locations
1

Office Locations

10 Pointe Dr. Suite 150 Brea CA

About Investlinc Wealth Services

InvestLinc Wealth Services is a California-registered RIA providing comprehensive financial planning and integrated wealth management for individuals, families, and small businesses, coordinating with clients’ CPAs/attorneys and other advisors. The firm implements and monitors custom policy statements and asset allocations spanning stocks, bonds, REITs, mutual funds, ETFs, and select alternatives (hedge funds, private equity). Custody includes Charles Schwab.

Team overview

33 AVG AGE
$57.8M AVG AUM / ADVISOR
$750.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Quantum Bridge element Vector Ridge glacier Pioneer prime Vertex

Client Personas

Summit zenith

Custodian

Ridge

Investment Themes

Vertex frontier

Investment Vehicles

Radial pathway Vertex

Services

Eagle wave Focus wave Catalyst timber Momentum vital Oak foundation Timber Value

Owner & Executives

W

WEST ALAN COHAN

Certified Financial Planner, Chief Executive Officer, Chief Investment Officer

CRD
#6029969
Ownership
Less than 5%
(232) 208-5540
ember.focus@quantumcapital.com
in linkedin.com/in/alpha-frontier
RICK RONALD EMMETT

RICK RONALD EMMETT

Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner

CRD
#4573986
Ownership
Less than 5%
(212) 359-5779
eagle.fusion@northcapital.com
in linkedin.com/in/capital-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $91,901,591 --
Non-Discretionary $23,706,178 --
Total $115,607,769 --

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Separately Managed Accounts

Total SMA Asset: $115,607,769

$115.6M Total SMA
Public Funds:
15.5%
Equity - Exchange:
21.2%
Corporate - Investment Grade:
9.4%
Corporate - Non-Investment Grade:
4.7%
Cash:
16.5%
Municipal Bonds:
16.2%
U.S. Government/Agency:
16.5%
Asset class Assets Assets %
Public Funds $371,450,535 15.5%
Equity - Exchange $508,048,473 21.2%
Corporate - Investment Grade $225,266,776 9.4%
Corporate - Non-Investment Grade $112,633,388 4.7%
Cash $395,415,085 16.5%
Municipal Bonds $388,225,720 16.2%
U.S. Government/Agency $395,415,085 16.5%
Total $2,396,455,062 100.0%

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