Overview
Assets Under Management: $2.1 billion
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 444
Average Client Assets: $2.7 million
Frequently Asked Questions
WEALTHSOURCE? is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282202), WEALTHSOURCE? is subject to fiduciary duty under federal law.
WEALTHSOURCE? is headquartered in SAN LUIS OBISPO, CA.
WEALTHSOURCE? serves 444 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, WEALTHSOURCE? offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHSOURCE? manages $2.1 billion in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, WEALTHSOURCE? serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 444
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.23%
Average Client Assets: $2.7 million
Total Client Accounts: 6,245
Discretionary Accounts: 6,036
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 282202
Filing ID: 1852955
Last Filing Date: 2024-03-30 11:15:00