WEALTHLYNK, INC.
CRD #327527 SEC #801-128485 FALLBROOK, CA 760-621-4471
SEC Registered
Total AUM
$45.7M
Discretionary
$0
Employees
1
Clients
26
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $45.7M | $0 | $45.7M | 1 | 0 |
| Jan 2024 | $45.7M | $0 | $45.7M | 1 | 0 |
| Jan 2024 | $45.7M | $0 | $45.7M | 1 | 0 |
| Dec 2023 | $32.3M | $0 | $32.3M | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
| Jul 2023 | $0 | $0 | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
DateJan 2024
Total AUM$45.7M
Discretionary$0
Non-Disc.$45.7M
Employees1
Clients0
DateJan 2024
Total AUM$45.7M
Discretionary$0
Non-Disc.$45.7M
Employees1
Clients0
DateJan 2024
Total AUM$45.7M
Discretionary$0
Non-Disc.$45.7M
Employees1
Clients0
DateDec 2023
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0