Globalink Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 323294
· Pasadena, CA
· gwm.globalinkusa.com
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ADV data as of May 01, 2026
- Regulatory AUM
- $12.7M
- Discretionary
- $12.7M
- Clients
- 45
- Avg AUM / client
- $281K
- Accounts
- 47
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $3.1M | 24.7% |
| High net worth individuals | 23 | $7.6M | 59.9% |
| Pension and profit sharing plans | 2 | $425K | 3.36% |
| Corporations and other businesses | 4 | $1.5M | 12.0% |
| Other | Fewer than 5 clients | — | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Junhua Liao | Registered representative | Mar 2023 (3y) | ||
| Ying Tang | Registered representative | Mar 2023 (3y) | ||
| Zhuoli Wang | Registered representative | Mar 2023 (3y) | ||
| Michael Horng Jyh Fang | Registered representative | Apr 2024 (2y) | ||
| Hsinyeh Hsieh | Registered representative | Apr 2024 (2y) | ||
| Xi Lu | Registered representative | Sep 2024 (2y) | ||
| Xi Yao | Registered representative | Jan 2025 (2y) | ||
| Rachel Yue Liao | Registered representative | Jun 2025 (1y) | ||
| Susan Jen | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $12.7M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗