← Tributary

INVESTLINC WEALTH SERVICES

BREA, CA · CRD 332607 · IAPD ↗ · 714-563-3500

$115.6MRegulatory AUM
2Advisory reps
3Employees
1Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — INVESTLINC WEALTH SERVICES (BREA, CA) is newly SEC-registered with $115.6M RAUM and 2 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

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