Wealthsource Partners is an investment advisor in San Luis Obispo with $1.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
371797345
SEC advisor number
801-107199
FINRA CRD number
282202
AUM ?
$1.93 bn
(as of 31 Mar 22)
Accounts
5,116
(as of 31 Mar 22)
Employees
61
(45 investment advisory or research)
Address
Wealthsource Partners
735 TANK FARM ROAD
SUITE 240
SAN LUIS OBISPO
CA 93401
735 TANK FARM ROAD
SUITE 240
SAN LUIS OBISPO
CA 93401
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
805-546-1000
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sullivan, Arlo, Bryan | Chief Executive Officer | 11/2015 | < 5% |
Dubravac, Jon, Edward | Chief Business Development Officer | 02/2016 | < 5% |
Patton, Eric, Dwayne | Chief Financial Officer | 02/2016 | < 5% |
Sullivan, Arlo, Bryan | Trustee | 11/2021 | > 75% |
Ito, David, Akira | Chief Compliance Officer & General Counsel | 01/2016 | < 5% |
Wealthsource Holdings, Inc. | Member | 06/2021 | > 75% |
Shea, Christopher, Maxime | Chief Investment Officer | 05/2019 | < 5% |
Brewer, Michael, Patrick | President & Chief Marketing Officer | 03/2021 | < 5% |
Mirabella, Jason, Anthony | Chief Operating Officer | 01/2022 | < 5% |
Goodbread, Justin, Allan | Chief Strategy Officer | 03/2022 | < 5% |
Arlo Bryan Sullivan Revocable Living Trust | Stockholder | 12/2021 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
18 Nov 21