WealthSource Partners, LLC
WealthSource Partners, LLC

WealthSource Partners, LLC Information

Contact top employees from WealthSource Partners, LLC

Summary

WealthSource Partners, LLC is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Bryan Sullivan. Its headquarters is located at San Luis Obispo, California, USA. The WealthSource Partners, LLC annual revenue is estimated at < 1M. To connect with WealthSource Partners, LLC employee register on SignalHire.

Organization Website

wealthsource.com

Social Links

linkedIn

Phone Number

800-546-0123

Industries

Headquarters Location

735 Tank Farm Rd, San Luis Obispo, California, 93401 US

Employees Size

10-50 employees

DMA Code

Ca Metropolitan Area

Founded

2015

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at WealthSource Partners, LLC shows a diverse range of experience levels:
10% for 1–2 years20% for 3–4 years30% for 5–7 years30% for 8–10 years10% have over 11 years of service at WealthSource Partners, LLC
Contact top employees from WealthSource Partners, LLC
Donald Bateman
Private Wealth Advisor
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Kelly Smith
Principal - Chief Strategy Officer
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Bryan Cannon
Independent Wealth Advisor
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Travis Cook
Investment Manager
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Bryan Sullivan
Chief Executive Officer
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Nic Gookin
Independent Wealth Advisor
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Christopher Shea
Chief Investment Officer
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Laura Chernova
Independent Wealth Advisor
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Devin Tellone
Client Relationship Manager
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Christopher Watson
Independent Wealth Advisor
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Jared Hardin
Investment Analyst
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Laura Guzman
Client Services Associate
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Jeffrey Brown
Wealth Manager
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Robert Tesch
Senior Wealth Advisor
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FAQ

WealthSource Partners, LLC operates in the Finance industries. More details can be found on the official website: wealthsource.com.
The headquarters of WealthSource Partners, LLC are located in San Luis Obispo, United States.
The current CEO of WealthSource Partners, LLC is Bryan Sullivan
You can contact WealthSource Partners, LLC by phone at 800-546-0123.
WealthSource Partners, LLC currently employs 10-50 people.
WealthSource Partners, LLC's revenue is approximately < 1M.

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