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Important Disclosures

Last updated: December 17, 2025

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Who We Are and How We Are Regulated

Wealthlynk, Inc. (“Wealthlynk,” “we,” “our,” or “us”) is a state‑registered investment adviser regulated by the California Department of Financial Protection and Innovation. Registration does not imply a certain level of skill or training. We provide advisory services only in jurisdictions where we are appropriately registered, notice‑filed, or exempt.

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Our Fiduciary Duty

As a fiduciary, we are obligated to act in the best interest of our advisory clients. We provide advice based on each client’s objectives, risk tolerance, time horizon, and financial circumstances. Conflicts of interest can arise and are disclosed and managed consistent with our fiduciary duty and applicable law.

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Services Overview

We offer financial planning and investment management services. Please review our Form ADV Part 2A for detailed descriptions of services, account minimums, and any material limitations.

  • Investment Management: Portfolios are designed and monitored according to your objectives and risk tolerance.

  • Financial Planning: Planning analyses (e.g., retirement, education, cash flow) are illustrative and based on assumptions that may change.

 

Fees and Compensation

Our fees and billing practices are described in Form ADV Part 2A, including how and when fees are assessed, whether they are debited from accounts, and any additional fees charged by custodians, brokers, or product sponsors. Always review your custodial statements, which are delivered independently by your custodian.

 

Conflicts of Interest

Certain business arrangements may create conflicts of interest. Examples include outside business activities or insurance licensing (if applicable). We disclose material conflicts in Form ADV and mitigate or manage them through policies, supervision, and client consent as required.

 

Custody, Brokerage, and Account Protection

Client accounts are held at Altruist Financial LLC, Member FINRA/SIPC. Wealthlynk, Inc. is independently owned and is not affiliated with Altruist Financial LLC.

  • Trade Execution and Fees: Trading, clearing, and custodial fees may apply. See your account agreements and statements for details.

  • SIPC Coverage: SIPC provides limited protection for assets held at the custodian in the event the custodian fails financially; SIPC does not protect against market loss. For coverage details and limits, visit sipc.org.

 

No Guarantees; Risks of Investing

Investing involves risk, including possible loss of principal. No investment strategy can guarantee future results or eliminate the risk of loss. Diversification and asset allocation do not ensure a profit or protect against loss in declining markets. Past performance does not guarantee future results.

 

No Testimonials or Endorsements

To comply with California advertising regulations for state‑registered advisers, Wealthlynk does not solicit or publish client testimonials, endorsements, star ratings, or statements of past specific recommendations on this website or in embedded social media feeds.

 

Education Only; No Personalized Advice on this Site

Content on this website is for informational and educational purposes only. Nothing on this site constitutes individualized investment, tax, or legal advice. Advisory services are provided only after we execute a written agreement and complete our onboarding process.

 

Tax and Legal

We do not provide legal or tax advice. Clients should consult their attorney and tax professional for advice specific to their situation. Upon request, we will coordinate with your professional advisers.

 

Electronic Communications and Text Messaging

If you opt in to receive SMS messages from us, message frequency may vary and message/data rates may apply. Consent to receive texts is not a condition of advisory services. You may revoke consent at any time by replying STOP or by contacting us through any reasonable method listed below.

 

Privacy and California Consumer Rights

Please review our Privacy Policy for information about how we collect, use, and protect personal information.

  • California Privacy Rights (CPRA): California residents have the right to know, delete, and correct personal information we maintain, and to limit use/disclosure of sensitive personal information.

  • Do Not Sell or Share My Personal Information: If applicable, you may exercise rights at /do-not-sell-or-share. If we do not sell or share personal information as defined by CPRA, we state that in our Privacy Policy.

  • Notice at Collection: We provide a Notice at Collection on or before the point at which we collect personal information (e.g., website forms).

 

Business Continuity and Cybersecurity

We maintain business continuity and information security programs designed to help protect client information and sustain critical operations during disruptions. No system can guarantee absolute security.

 

How to Contact Us

Wealthlynk, Inc.
1615 S. Mission Rd. Suite A
Fallbrook, CA 92028
760-621-4471 | julia.routh@wealthlynk.com
Hours: Mon–Fri, 9:00 AM – 5:00 PM PT

CONTACT US

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  • Notice at Collection (California): We collect the personal information you provide to contact you, schedule consultations, and deliver advisory services.

  • Categories collected: identifiers (name, email, phone), professional info, message details; optional financial profile info if provided.

  • Purposes: respond to inquiries, provide service information, schedule meetings, site analytics.

  • Retention: kept as needed for the purpose collected and legal/recordkeeping obligations.

  • Sale/Share: We do not sell or share personal information as defined by CPRA. If that changes, we will update this notice and provide opt‑out choices.

  • Your rights (CA): know, delete, correct, limit sensitive PI. Exercise rights via, julia.routh@wealthlynk.com, or (760) 621-4471. We honor Global Privacy Control (GPC) signals.

  • SMS consent checkbox (optional): Consent is not a condition of advisory services. Msg/data rates may apply. Reply STOP to opt out; you may also revoke by any reasonable method.

  • By submitting, you acknowledge our Privacy Policy and Terms.

WEALTHLYNK INC.

1615 South Mission Road, Suite A

Fallbrook, CA 92028

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© 2023 Wealthlynk Inc. All rights reserved.

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Important Website Disclosure

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Wealthlynk, Inc. is a state‑registered investment adviser located in Fallbrook, California. Registration with the California Department of Financial Protection and Innovation does not imply a certain level of skill or training.

 

Client accounts are held at Altruist Financial LLC, Member FINRA/SIPC.

 

Wealthlynk, Inc. is independently owned and not affiliated with Altruist.

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Wealthlynk, Inc. provides advisory services only to residents of jurisdictions where we are appropriately registered, notice‑filed, or otherwise exempt from registration. This website is intended solely to provide general information about our services and to offer access to additional investment‑related resources. Nothing on this site should be interpreted as a solicitation to effect securities transactions or as the rendering of personalized investment advice for compensation over the Internet.

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Any subsequent, direct communication with a prospective client will be conducted by a representative who is properly registered, notice‑filed, or exempt in the state in which the prospective client resides. Information about Wealthlynk, Inc.’s registration status and disciplinary history is available from state securities regulators and on the Investment Adviser Public Disclosure (IAPD) website. Our current Form CRS and Form ADV Part 2 (Firm Brochure and Brochure Supplement) are available upon request.

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Third‑party information and external links are provided for convenience and educational purposes only. Wealthlynk, Inc. does not guarantee the accuracy, completeness, timeliness, or suitability of information prepared by unaffiliated third parties and assumes no responsibility for any such content.

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This material is for educational and informational purposes only and should not be construed as individualized investment, tax, or legal advice. You should consult a qualified financial, tax, or legal professional regarding your unique circumstances before making any decision. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security or advisory service.

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References to performance, projections, or illustrative scenarios are historical or hypothetical and are not guarantees of future results. Investing involves risk, including the possible loss of principal. Account values fluctuate with market conditions, and securities, when sold, may be worth more or less than their original cost. Past performance does not guarantee future results.

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No investment strategy can guarantee success or eliminate the risk of loss.

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Investment and Insurance Products

| NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY GOVERNMENT AGENCY | NO BANK GUARANTEE | MAY LOSE VALUE |

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