Investlinc Wealth Services provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Investlinc Wealth Services reports 153 clients. They include 107 individual clients, 38 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 79.5% ($91.9M across 355 accounts) are managed with discretion; $23.7M across 281 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 48% |
| High-net-worth individuals | 25% | 42% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | 5% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $56M | 48.4% | $523K |
| High-net-worth individuals | 38 | $48.7M | 42.1% | $1.28M |
| Pension and profit-sharing plans | Fewer than 5 | $4.67M | 4.0% | — |
| Charitable organizations | Fewer than 5 | $3.95M | 3.4% | — |
| Corporations and other businesses | 8 | $2.31M | 2.0% | $289K |
| Total | 153 | $116M | 100% | — |
- Clients
- 107
- Regulatory AUM
- $56M
- AUM share
- 48.4%
- Avg. per client
- $523K
- Clients
- 38
- Regulatory AUM
- $48.7M
- AUM share
- 42.1%
- Avg. per client
- $1.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.67M
- AUM share
- 4.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.95M
- AUM share
- 3.4%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $2.31M
- AUM share
- 2.0%
- Avg. per client
- $289K
Total
- Clients
- 153
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Investlinc Wealth Services charges 0.75%–1.00% a year for its Investment management fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Hourly $250 for personal planning or $350 for business planning, or a fixed fee of $7,500 to $10,000; may be free or reduced for clients who keep investments with IWS.
It has 3 employees, 2 of them in advisory roles.
Leadership
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
Besides its headquarters, Investlinc Wealth Services has 1 office, with 1 listed address in 1 state.
California · 1 listed address
- 10 Pointe DR., Suite 150, BreaHQ
Contact and registration details
- Legal name
- Investlinc Wealth Services, LLC
- Headquarters
- 10 Pointe DR., Suite 150, Brea, CA 92821
- Website
- Not reported
- Phone
- 714-563-3500
- SEC file
- 801-136804
- Structure
- California LLC
- Fiscal year end
- December
Investlinc Wealth Services does not have custody of client assets.
At year end, Investlinc Wealth Services’ separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks7%
- Funds85%
- Bonds7%
- Investment grade corporate bonds3%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
How many clients does Investlinc Wealth Services have?
Investlinc Wealth Services has 153 clients and manages $116 million for them, as of October 2026. They include 107 individual clients, 38 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Investlinc Wealth Services offer?
Investlinc Wealth Services provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Investlinc Wealth Services charge?
Investlinc Wealth Services charges 0.75%–1.00% a year for its Investment management fees. The fee is billed in advance and is negotiable.
Source: INVESTLINC WEALTH SERVICES LLC ADV PART 2A 09.22.2026, filed 1 October 2026
How many financial advisors does Investlinc Wealth Services have?
Investlinc Wealth Services has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investlinc Wealth Services invest in?
At the end of its last fiscal year, Investlinc Wealth Services’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% investment grade corporate bonds, 2% high-yield corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Investlinc Wealth Services get paid?
Investlinc Wealth Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investlinc Wealth Services?
Investlinc Wealth Services’ main office is at 10 Pointe DR., Suite 150, Brea, CA 92821. Its phone number is 714-563-3500.