Adviser Profile
| As of Date | 02/03/2024 |
| Registration status | Registration Changed to WEALTHLYNK, INC. |
| ADV Location | FALLBROOK, CA, United States |
| Contact Info | 760 xxxxxxx |
| Websites |
| AUM* | 45,688,344 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 231,921 |
| % High Net Worth | 14.63% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
46M
39M
33M
26M
20M
13M
7M
2023
2024
Private Funds
No private funds