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WILLINK ASSET MANAGEMENT LLC

EAST AURORA, NY · CRD 117622 · IAPD ↗ · 716-687-0648

$53.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — WILLINK ASSET MANAGEMENT LLC (EAST AURORA, NY) left the SEC roster (was $53.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.