$1B AUM | $8MM GDC in Arroyo Grande, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Arroyo Grande, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
2,400
Avg Client Age
57
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...