RIA Intel›Advisers›California›WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE PARTNERS, LLC

Advisory

N·SAN LUIS OBISPO, CA

Data as of Mar 30, 2024 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+10.5%

3-Year CAGR

+10.7%

Employees

42

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.0B

Non-Discretionary AUM$96M

Discretionary %95.5%

Total Clients—

Team

Total Employees42

Investment Advisers50

Employee Growth (1Y)-8.7%

Filing History

Total Filings on Record29

First FilingJan 19, 2016

Latest FilingMar 30, 2024

🔒 Full AUM trend chart and 29 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHSOURCE PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.