Wealthlynk, Inc. registers with the SEC (Fallbrook, CA)

New SEC-registered adviser · CRD 327527 · 801-137244 · effective 2026-09-16

Effective 2026-09-16. 1 employee (1 advisory), $112M regulatory AUM across 178 accounts. Notice-filed in CA. Corporation (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.