Investlinc Wealth Services registers with the SEC (Brea, CA)

New SEC-registered adviser · CRD 332607 · 801-136804 · effective 2026-08-06

Effective 2026-08-06. 3 employees (2 advisory), $116M regulatory AUM across 636 accounts. Notice-filed in CA, TX. Limited Liability Company (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.