Wealthsource Partners LLC
- Assets, Funds, Holdings
| Wealthsource Partners LLC
|
| CRD # | 282202 |
| SEC # | 801-107199 |
| CIK # | 0001674623 |
| AUM |
|
| 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 ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| 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 |
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