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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 22, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Weber, Scott, R. | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 22, 2024 REGISTERED
Notice Filings (1)
CA
Address
131 WEST BEECH STREETSUITE 101
FALLBROOK, CA 92028
United States
Phone: 760-621-4471