# Investlinc Wealth Services

Investlinc Wealth Services is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** investlincwealth.com
- **LinkedIn:** https://www.linkedin.com/company/103359

## Regulatory record

- **CRD number:** 332607
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332607

## About

INVESTLINC WEALTH SERVICES is an SEC-registered investment adviser in BREA, CA. The firm manages $116 million in assets, $92 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Private Banking

## Related profiles

- [ARDENT WEALTH MANAGEMENT](https://altss.com/profile/ardent-wealth-management)
- [SIMPLEVISOR](https://altss.com/profile/simplevisor)

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Last updated: 2026-07-06T01:24:18.792Z

Canonical page: https://altss.com/profile/investlinc-wealth-services

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