Globalink Wealth Management, LLC

Overview

Globalink Wealth Management, LLC is a state registered investment adviser based in Pasadena, CA, registered since 2023. It reports $12.7M in assets under management across 47 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$12.7M

Discretionary

100%

Accounts

47

Average account

$269K

Employees

8

Advisory reps

9

Registered since

2023

Jurisdictions

2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Zhuoli Wang Senior Vice President, Chief Compliance Officer CRD 6296782
• Michael Junhua Liao Manager CRD 4278425

Advisory reps 3 of 9

• Michael Horng Jyh Fang Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2679747
• Hsinyeh Hsieh Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7437637
• Susan Jen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3124578

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3452 E Foothill Blvd Ste 1040
Pasadena, CA 91107

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: gwm.globalinkusa.com

Every state, with registration dates

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