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- Custodian
- Merrill Lynch ยท SEI
- Clients
- Retail
- Platforms
- Ridge momentumHarbor legacy +more
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
About Linc Wealth Solutions
Linc Wealth Solutions is a founder-led Norristown, PA RIA providing comprehensive financial planning and ongoing investment management for Gen X/Y and Millennial professionals, young families, and women navigating life transitions (including divorce). Services include goal-based planning, college and retirement planning, investment advisory/wealth management, tax management, and support across estate and insurance needs, with regular reviews and 24/7 reporting visibility.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
REBECCA LEONARD
Financial Planner, President
- CRD
- #5392402
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,359,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,359,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,359,500
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,863,487,090 | 100.0% |
| Total | $2,863,487,090 | 100.0% |