# Wealthlynk, Inc.

> Wealthlynk, Inc. is an SEC-registered investment advisory firm in Fallbrook, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 327527
- Filed as: WEALTHLYNK, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fallbrook, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327527
- AdvisorCensus page: https://advisorcensus.com/firm/wealthlynk-inc-fallbrook-ca-327527

## Quick answers

**How is Wealthlynk, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthlynk, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthlynk, Inc. located?**
Wealthlynk, Inc.'s principal office is in Fallbrook, CA, according to its Form ADV.

**Is Wealthlynk, Inc. registered with the SEC or a state?**
Wealthlynk, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 327527.

**How much does Wealthlynk, Inc. manage?**
Wealthlynk, Inc. reports $112,008,547 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (0% discretionary).

**How have Wealthlynk, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Wealthlynk, Inc.: Regulatory assets under management: $0 in the October 2023 data and $112,008,547 in the October 2026 data. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthlynk, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (38); charitable organizations (2).

**Which custodians does Wealthlynk, Inc. use?**
Wealthlynk, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthlynk, Inc. 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/327527

**What changed in Wealthlynk, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Moved from state registration to SEC registration.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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: $112,008,547
- Discretionary: $0
- Non-discretionary: $112,008,547

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $47,808,525 |
| High net worth individuals | 38 | $63,190,377 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $1,009,645 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextdoor.com/page/wealthlynk-inc-fallbrook-ca
- wealthlynk.com
- Facebook @RetireBonsall
- Facebook @RetireFallbrook
- Instagram @wealthlynk
- LinkedIn @scottweberwealthlynk
- X @Wealthlynk

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | August 15, 2023 |
| October 2026 | $112,008,547 | 1 | September 18, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $112,008,547 in the October 2026 data.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Moved from state registration to SEC registration.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthlynk, Inc. (CRD 327527): Form ADV filing data as of October 2026.