InvestLinc Wealth Services

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Client assets under management

$104,686,644

Clients

145

26% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$721,977

About

InvestLinc Wealth Services is a small advisory firm that manages investible assets for high‑net‑worth individuals, families, trusts, foundations and other related entities as well as individual clients. It offers discretionary and non‑discretionary portfolio management, consolidated reporting, manager research and optional financial planning services, including estate, tax and philanthropic planning.

The firm structures client relationships around a customized Investment Policy Statement and combines traditional and alternative asset classes through fundamental, technical and quantitative analysis and manager selection. Portfolios are reviewed at least quarterly and the firm implements private investments and due diligence processes while relying on issuer/manager valuations for those holdings rather than independent valuation.

Noteworthy distinctions include common ownership of a licensed insurance agency, and employees who are insurance producers may recommend commission‑bearing insurance products through that affiliated agency, a potential conflict of interest that the brochure discloses and which clients are free to decline. The firm is also affiliated with a property‑management company and has retained a third‑party service to monitor and file class‑action claims on behalf of clients, with clients able to opt out of that service.

Client services

Financial planning Portfolio management

Expertise

Wealth management Private / alternative investments General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fee planning ranges from $2,000 - $10,000 depending on the type of planning and preparer.

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: Negotiable

Project-based

$75 - $400 per hour

Other

Account minimum: $350,000

Main office location

InvestLinc Wealth Services

10 Pointe Dr., Suite 150

Brea CA 92821, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 714-563-3500

Advisors at this firm

West C

CFP®, Series 65

Brea, CA

InvestLinc Wealth Services

West Cohan is a CFP® with 11 years of experience in the financial industry and is currently with InvestLinc Wealth Services. He has worked at InvestLinc Wealth Services and its affiliated entities since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services primarily serves high-net-worth individuals, families, and related entities, offering customized wealth management, portfolio management, and financial planning services. The firm employs a combined fundamental, technical, and quantitative approach to managing portfolios tailored to client objectives.

Wealth management Private / alternative investments General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Rick E

Series 65

Brea, CA

InvestLinc Wealth Services

Rick Emmett is a financial advisor at InvestLinc Wealth Services with six years of industry experience. He holds a Series 65 designation and has been associated with InvestLinc Wealth Services, LLC since 2024 and InvestLinc Wealth Services, Inc. since 1979. Outside of his advisory role, Mr. Emmett is involved in multiple management and administrative roles across various consulting, marketing, and real estate firms, including serving as managing member of a graphic design and marketing company and holding directorships in real estate and investment holding entities. InvestLinc Wealth Services primarily serves high-net-worth individuals, families, and related entities, offering wealth management, portfolio management, and comprehensive financial planning. The firm emphasizes customized investment policy statements and tailored portfolios that incorporate both traditional and alternative assets, with regular portfolio reviews and client-specific management options.

Wealth management Private / alternative investments General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

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