# Investlinc Wealth Services

> Investlinc Wealth Services is an SEC-registered investment advisory firm in Brea, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 332607
- Filed as: INVESTLINC WEALTH SERVICES
- Legal name: Investlinc Wealth Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brea, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332607
- AdvisorCensus page: https://advisorcensus.com/firm/investlinc-wealth-services-brea-ca-332607

## Quick answers

**How is Investlinc Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), Investlinc Wealth Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Investlinc Wealth Services located?**
Investlinc Wealth Services' principal office is in Brea, CA, according to its Form ADV.

**Is Investlinc Wealth Services registered with the SEC or a state?**
Investlinc Wealth Services is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332607.

**How much does Investlinc Wealth Services manage?**
Investlinc Wealth Services reports $115,607,769 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (79% discretionary).

**What types of clients does Investlinc Wealth Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (38); corporations or other businesses not listed above (8).

**Which custodians does Investlinc Wealth Services use?**
Investlinc Wealth Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Broker Dealer Services, LLC, Capital Client Group, Inc., Charles Schwab & Co., Inc. and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Investlinc Wealth Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332607

**Does Investlinc Wealth Services state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "We generally require a minimum account of $350,000 to open a portfolio, but this minimum may be waived at our discretion."

**What changed in Investlinc Wealth Services' recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Account minimum: $350,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account of $350,000 to open a portfolio, but this minimum may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Broker Dealer Services, LLC
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.
- Principal Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $115,607,769
- Discretionary: $91,901,591
- Non-discretionary: $23,706,178

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $56,009,495 |
| High net worth individuals | 38 | $48,677,149 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,667,190 |
| Charitable organizations | Fewer than 5 | $3,945,308 |
| Corporations or other businesses not listed above | 8 | $2,308,627 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investlinc.com
- investlincadvisors.com
- yelp.com/biz/investlinc-wealth-services-brea-2
- LinkedIn @103359

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investlinc Wealth Services (CRD 332607): Form ADV filing data as of October 2026.