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WealthSource Partners, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

WealthSource Partners, LLC has about 18 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (97%) and United Kingdom Of Great Britain And Northern Ireland (3%). Banking and Business make up over half of the profiles with a known department. WealthSource Partners, LLC's workforce fell 33% between January 2026 and November 2026.

Find WealthSource Partners, LLC employees' phone numbers or email addresses

WealthSource Partners, LLC Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 97% of WealthSource Partners, LLC's workforce, followed by Europe (3%).

WealthSource Partners, LLC's Leadership

  • Vp Of Advisor Transitions at WealthSource Partners, LLC
    S. S.
    Vp Of Advisor Transitions
    Mobile Phone
  • Head Of Operations at WealthSource Partners, LLC
    J. G.
    Head Of Operations
    Mobile Phone
  • Partners at WealthSource Partners, LLC
    G. G.
    Partners
    Mobile Phone
  • Client Relationship Manager at WealthSource Partners, LLC
    L. M.
    Client Relationship Manager
    Mobile Phone
  • Operations Specialist at WealthSource Partners, LLC
    S. W.
    Operations Specialist
    Mobile Phone
  • Independent Wealth Advisor at WealthSource Partners, LLC
    D. H.
    Independent Wealth Advisor
    Mobile Phone
  • Sales And Marketing Assistant at WealthSource Partners, LLC
    T. F.
    Sales And Marketing Assistant
    Mobile Phone
  • Employee at WealthSource Partners, LLC
    E. P.
    Mobile Phone

WealthSource Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 88% of profiles with a known department, unchanged since January 2026, followed by Business (12%, down from 13%).

Contact profiles from WealthSource Partners, LLC

Name
Title
Contact
Location
Last Update
  • Partners at WealthSource Partners, LLC
    G. G.
    Partners
    Mobile Phone
    Oct 22, 2024
  • Head Of Operations at WealthSource Partners, LLC
    J. G.
    Head Of Operations
    Mobile Phone
    Apr 26, 2025
  • Vp Of Advisor Transitions at WealthSource Partners, LLC
    S. S.
    Vp Of Advisor Transitions
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Manager at WealthSource Partners, LLC
    L. M.
    Client Relationship Manager
    Mobile Phone
    Oct 18, 2024
  • Operations Specialist at WealthSource Partners, LLC
    S. W.
    Operations Specialist
    Mobile Phone
    Mar 25, 2026
  • Independent Wealth Advisor at WealthSource Partners, LLC
    D. H.
    Independent Wealth Advisor
    Mobile Phone
    Jun 03, 2026
  • Sales And Marketing Assistant at WealthSource Partners, LLC
    T. F.
    Sales And Marketing Assistant
    Mobile Phone
    Oct 17, 2024
  • Employee at WealthSource Partners, LLC
    E. P.
    Mobile Phone
    United Kingdom, England
    Oct 12, 2026

Frequently Asked Questions

What are the largest departments at WealthSource Partners, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 88% of profiles with a known department, unchanged since January 2026, followed by Business (12%, down from 13%).

Where are WealthSource Partners, LLC's employees located?

Minus sign iconPlus sign iconWealthSource Partners, LLC has about 18 employees across 2 continents, most of them in North America. North America accounts for 97% of WealthSource Partners, LLC's workforce, followed by Europe (3%). By country, the largest groups are United States Of America (97%) and United Kingdom Of Great Britain And Northern Ireland (3%).

How has WealthSource Partners, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconWealthSource Partners, LLC's workforce fell 33% between January 2026 and November 2026. Banking has stayed at 88% of profiles with a known department.

How many employees does WealthSource Partners, LLC have currently?

Minus sign iconPlus sign iconWealthSource Partners, LLC has approximately 18 employees as of November 2026. These team members are located across 2 continents, including North America and Europe.

Who are WealthSource Partners, LLC's key employees and leadership?

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As of November 2026, WealthSource Partners, LLC's key employees include:

  • Vp Of Advisor Transitions: S. S.
  • Head Of Operations: J. G.
  • Partners: G. G.
  • Client Relationship Manager: L. M.
  • Operations Specialist: S. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is WealthSource Partners, LLC's most common email format?

Minus sign iconPlus sign iconWealthSource Partners, LLC employees' email format typically follows the pattern of FLast@wealthsource.com. Trying to find reliable and up-to-date employee contact data? Find more WealthSource Partners, LLC email formats with LeadIQ.

What is WealthSource Partners, LLC known for?

Minus sign iconPlus sign iconWealthSource Partners, LLC was founded in 2015 and operates in the Financial Services industry. You can contact WealthSource Partners, LLC's main corporate office by phone at
+1-800-637-****
. Explore WealthSource Partners, LLC's company overview page for more information.

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