Investment adviser · CRD 117622
WILLINK ASSET MANAGEMENT LLC
Investment adviser filing (IA)
EAST AURORA, NY, United States · Form ADV filed May 22, 2025
- Regulatory AUM
- $53.5M Form ADV · Item 5.F
- Client accounts
- 128 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 14 | $36,710,378 | 68.6% |
| Individuals | 43 | $16,791,409 | 31.4% |
Filing source
Form ADV 1992434 · May 22, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 22, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
484 MAIN STREETEAST AURORA, NY, 14052, United States
CRD 117622
Filing source
Form ADV 1992434 · May 22, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.