# Investlinc Wealth Services: new SEC registration, $116M AUM, Brea, CA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Investlinc Wealth Services |
| Legal name | Investlinc Wealth Services, LLC |
| CRD | 332607 |
| Status | Approved |
| Registered with the SEC | 2026-08-06 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Brea, CA, United States |
| Regulatory AUM | $115,607,769 |
| Accounts | 636 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/103359 |

## Why this score
- $116M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/332607). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.