INVESTLINC WEALTH SERVICES, LLC
Doing business as INVESTLINC WEALTH SERVICES. SEC Form ADV profile.
Total regulatory AUM
$115,607,769
Discretionary
$91,901,591
Non-discretionary
$23,706,178
Firm details
- CRD number
- 332607
- SEC file number
- 801-136804
- Main office
- BREA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.