|
⚲
|
| Wealthsource Partners LLC
✚
| |
|---|---|
| CRD # | 282202 |
| SEC # | 801-107199 |
| CIK # | 0001674623 |
| AUM | $2.1 BB (2024-03-30) |
| Employees | 50 (84% Investors, 4% Brokers) |
| Phone | 805-546-1000 |
| Address | 735 Tank Farm Road San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,021 | 0.8 |
| (b) Individuals (high net worth individuals) | 444 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,245 | 2.1 |
| By Discretionary | ||
| Discretionary | 6,036 | 2.0 |
| Non-Discretionary | 209 | 0.1 |
| Total | 6,245 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6,245 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001674623] |
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|---|---|---|
|
Sandhill Capital Partners LLC
✚
|
NY | 2.1 |
|
Arbion Limited
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|
2.1 | |
|
LM Advisors LLC
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CA | 2.1 |
|
Mission Prime LLC
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PR | 2.1 |
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Stegner Investment Associates Inc
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KY | 2.1 |
|
The Patriot Financial Group Insurance Agency LLC
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MA | 2.1 |
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RTD Financial Advisors Inc
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|
PA | 2.1 |
|
Capstone Financial Advisors Inc
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|
IL | 2.1 |
|
TA Realty LLC
✚
|
MA | 2.1 |
|
Swan Global Investments LLC
✚
|
CO | 2.1 |