Wealthlynk, Inc.

Wealthlynk, Inc. (CRD# 327527) is a financial advisory firm headquartered in Fallbrook, CA. They manage $45,688,344 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
131 West Beech Street, Suite 101, Fallbrook, CA 92028
https://www.wealthlynk.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $231,921
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealthlynk, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Scott Weber, financial advisor Fallbrook CA
Scott R. Weber
CRD#: 5056961
131 West Beech Street, Suite 101, Fallbrook, CA 92028

Scott Weber (CRD# 5056961) is an Investment Advisor Representative working at Wealthlynk, Inc. in Fallbrook, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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