Wealthsource Partners LLC

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Assets, Funds, Holdings

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Wealthsource Partners LLC
CRD #282202
SEC #801-107199
CIK #1674623
AUM $730.3 MM (98% Disc, 100% US)
Employees46 (76% Investors, 11% Brokers)
Phone805-546-1000
Address1238 E Grand Avenue
Arroyo Grande, CA 93420
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AGG 10.9
LQD 10.7
IEFA 10.6
IVV 9.1
IJR 6.1
XLK 6.1
VNQ 6.0
MUB 5.9
IVW 5.8
SCHZ 5.1
View All
Holdings by Sector ($BB)
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