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Building 2WEALTHLYNK, INC.

Map pinFALLBROOK, CA
Phone760-621-4471
NotebookSEC #801-128485
Total AUM
$45.7M
Employees
1
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 WEST BEECH STREET
SUITE 101
FALLBROOK
CA 92028
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
760-621-4471

ReceiptFinancials

Total AUM
$45.7M
Accounts
197
Discretionary
$0
Accounts
0
Non-Discretionary
$45.7M
Accounts
197

ContactClients

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Individual Clients
70
AUM
$23.9M
HNW Individual Clients
12
AUM
$21.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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