W
$97.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
218 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2023
- Office Locations
- 1
Office Locations
1615 S Mission Suite A Fallbrook CA
About Wealthlynk, Inc.
Wealthlynk, Inc. is a state-registered RIA in Fallbrook, CA providing holistic, personalized financial planning and consulting, including estate planning, insurance guidance, and portfolio construction. The firm primarily implements portfolios with ETFs and public funds, and supports clients via the Altruist platform/client hub.
Team overview
-- AVG AGE
$97.4M AVG AUM / ADVISOR
$447.0K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Scott R. Weber
Chief Compliance Officer, Owner, President
- CRD
- #5056961
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $97,442,283 | $513,252 |
| Total | $97,442,283 | $513,252 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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