Investlinc Wealth Services

Overview

Investlinc Wealth Services is an SEC registered investment adviser based in Brea, CA, registered since 2024. It reports $116M in assets under management across 636 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$116M

Discretionary

79%

Accounts

636

Average account

$182K

Employees

3

Advisory reps

3

Registered since

2024

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• West Alan Cohan Chief Executive Officer, Chief Investment Officer CRD 6029969
• Rick Ronald Emmett Chief Operating Officer, Chief Compliance Officer, Trustee CRD 4573986

Advisory reps 3 of 3

• West Alan Cohan Insurance Agent · Investment Adviser Rep CRD 6029969
• Rick Ronald Emmett Insurance Agent · Investment Adviser Rep CRD 4573986
• Diana Suzanne Kliche Investment Adviser Rep CRD 4731669

Location

Headquarters

10 Pointe Dr Ste 150
Brea, CA 92821

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: investlinc.com

Every state, with registration dates

Similar firms near Brea

• Lighthouse Financial Services IncBrea, CA$473M AUM
• Sackett Wealth Advisors, Inc.Brea, CA$212M AUM
• Anchor Financial GroupBrea, CA$102M AUM
• Smart PortfolioBrea, CA$44.1M AUM
• Des Financial Group, LLCBrea, CA$34.1M AUM