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WEALTHLYNK, INC.

FALLBROOK, CA · CRD 327527 · IAPD ↗ · wealthlynk.com · 760-621-4471

$112.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — WEALTHLYNK, INC. (FALLBROOK, CA) is newly SEC-registered with $112.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
February 2024 — WEALTHLYNK, INC. (FALLBROOK, CA) left the SEC roster — its 120-day provisional registration did not convert (was $32.3M RAUM, 1 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.