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GLOBALINK WEALTH MANAGEMENT, LLC
CRD 323294
3452 EAST FOOTHILL BLVD., SUITE 1040, PASADENA, CA, 91107, United States
Phone
626-964-5966
Fax
626-964-5926
Registration
— (—)
Source
State registered
Total AUM
$12.7M
Discretionary AUM
$12.7M
Team
8 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $3.1M |
| High net worth individuals | 23 | $7.6M |
| Pension/profit sharing plans | 2 | $425K |
| Corporations/business entities | 4 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD