Overview

WealthSource Partners is a three division company focused on the aggregation of advisors and assets to create scale and leverage resources. Our Advisor Network is a group of independent advisors operating their own practice under our ADV. They receive compliance, operations, technology and a succession plan in exchange for a small percentage of their revenue. Our private client group acquires retiring advisors and manages the clients that come out of acquisitions and mergers. Our asset management division provides asset management to our private client group, some of our advisor network and other outside advisors. Finally, our Partner Firms receive equity and cash/notes as part of the purchase of their firms (maybe they want to take some "chips off the table" but want to continue to work) and they continue to help us grow our footprint across the US as we help them grow their books through our organic and inorganic methods.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months

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