Wealthlynk provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Wealthlynk reports 178 clients. They include 138 individual clients, 38 high-net-worth individuals and 2 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $112M across 178 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 43% |
| High-net-worth individuals | 21% | 56% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 138 | $47.8M | 42.7% | $346K |
| High-net-worth individuals | 38 | $63.2M | 56.4% | $1.66M |
| Charitable organizations | Fewer than 5 | $1.01M | 0.9% | $505K |
| Total | 178 | $112M | 100% | — |
- Clients
- 138
- Regulatory AUM
- $47.8M
- AUM share
- 42.7%
- Avg. per client
- $346K
- Clients
- 38
- Regulatory AUM
- $63.2M
- AUM share
- 56.4%
- Avg. per client
- $1.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.01M
- AUM share
- 0.9%
- Avg. per client
- $505K
Total
- Clients
- 178
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Wealthlynk charges 1.00%–1.25% a year for its Portfolio Management (Blended, Asset-Based). Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.10% |
| $1M and above | 1.00% |
Fee details and sources
Scott Weber owns 75% or more of Wealthlynk. Scott Weber is CEO. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Wealthlynk, Inc.
Scott Weber
Control person · since June 2023
Wealthlynk’s regulatory assets grew Infinity× from $0 (July 2023) to $112M (September 2026); employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $112M | 178 | 1 | 1 |
| Jul 2023July 2023 | $0 | 0 | 1 | 1 |
Besides its headquarters, Wealthlynk has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1615 S Mission Suite A, FallbrookHQ
Contact and registration details
- Legal name
- Wealthlynk, Inc.
- Headquarters
- 1615 S Mission Suite A, Fallbrook, CA 92028
- Website
- wealthlynk.com
- Phone
- 760-621-4471
- SEC file
- 801-137244
- Structure
- California corporation
- Fiscal year end
- December
Wealthlynk’s named custodian for separately managed accounts is Altruist ($97.4M). Wealthlynk does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $97.4M100%
At year end, Wealthlynk’s separately managed accounts were largely in stocks (49%) and funds (47%).
What the accounts hold
- Stocks49%
- Funds47%
- Bonds1%
- Cash3%
How many clients does Wealthlynk have?
Wealthlynk has 178 clients and manages $112 million for them, as of September 2026. They include 138 individual clients, 38 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Wealthlynk offer?
Wealthlynk 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 Wealthlynk charge?
Wealthlynk charges 1.00%–1.25% a year for its Portfolio Management (Blended, Asset-Based). Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: FORM ADV PART 2A - WEALTHLYNK, INC., filed 18 September 2026
Which custodians does Wealthlynk use?
Wealthlynk’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $97.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Wealthlynk have?
Wealthlynk has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthlynk invest in?
At the end of its last fiscal year, Wealthlynk’s separately managed accounts held 49% exchange-traded equities, 47% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthlynk?
Wealthlynk’s direct owner is Scott Weber (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Wealthlynk get paid?
Wealthlynk is paid through a percentage of assets under management. 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 Wealthlynk?
Wealthlynk’s main office is at 1615 S Mission Suite A, Fallbrook, CA 92028. Its phone number is 760-621-4471. Its website is wealthlynk.com.