WealthSource Partners, LLC Email Format

Financial ServicesCalifornia, United States11-50 Employees

WealthSource Partners, LLC is a financial services firm based in San Luis Obispo, California. It aims to provide financial advisors and their clients with access to advanced technology and sophisticated investment solutions. The model combines cloud-based infrastructure with mid- and back-office support and compliance services, along with investment options and payout arrangements.

The company targets independent advisors as well as those transitioning from larger wirehouse firms, offering partnership and acquisition options to help them grow their practices. Its recent expansions include leadership appointments and advisor recruitment in 2021 and 2022, reflecting a focus on governance, scalability, and network growth.

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