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Investlinc Wealth Services, LLC

CRD 332607SEC# 801-136804Brea, CA
Export (members)
No longer SEC-registered. Investlinc Wealth Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$115.6M
Employees
3
Accounts
636
Location
Brea, CA

Investlinc Wealth Services, LLC assets under management

Investlinc Wealth Services, LLC is a registered investment adviser overseen by the SEC based in Brea, CA. It reports $115.6 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Investlinc Wealth Services, LLC owners & executives

7 reported
NameTitleOwnershipSince
Plato 399 Revocable Trust Dated 8-14-2017 ControlMember25-50%2024
Rick Ronald Emmett ControlCoo & CcoUnder 5%2024
West & Sinyoung Cohan Family Trust Dtd 10/26/23Member50-75%2024
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Frequently asked questions

How much does Investlinc Wealth Services, LLC manage?

Investlinc Wealth Services, LLC reports $115.6 million in regulatory assets under management on its Form ADV.

How many employees does Investlinc Wealth Services, LLC have?

Investlinc Wealth Services, LLC reports 3 employees.

Where is Investlinc Wealth Services, LLC located?

Investlinc Wealth Services, LLC is based in Brea, CA.

Does Investlinc Wealth Services, LLC disclose fund performance?

Investlinc Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Pointe Dr., Suite 150, Brea, CA 92821
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$91.9M
Non-discretionary$23.7M
Total (RAUM)$115.6M