What departments does WealthSource Partners, LLC have?

WealthSource Partners, LLC has employees across 4 departments including Operations, Customer Success, Business, Marketing.

What is the largest department at WealthSource Partners, LLC?

The largest department at WealthSource Partners, LLC is Operations with 1 employees.

Where are WealthSource Partners, LLC employees located globally?

WealthSource Partners, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has WealthSource Partners, LLC's team size changed over time?

WealthSource Partners, LLC's team has decreased from approximately 27 to 23 employees based on available data.

WealthSource Partners, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

WealthSource Partners, LLC is a financial services firm based in San Luis Obispo, California. It aims to provide financial advisors and their clients with access to advanced technology and sophisticated investment solutions. The model combines cloud-based infrastructure with mid- and back-office support and compliance services, along with investment options and payout arrangements.

The company targets independent advisors as well as those transitioning from larger wirehouse firms, offering partnership and acquisition options to help them grow their practices. Its recent expansions include leadership appointments and advisor recruitment in 2021 and 2022, reflecting a focus on governance, scalability, and network growth.

WealthSource Partners, LLC Global Highlights

North America
33

United States Of America
33

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

WealthSource Partners, LLC's Leadership

S. S.
Vp Of Advisor Transitions
Mobile Phone
Email
J. G.
Head Of Operations
Mobile Phone
Email
L. M.
Client Relationship Manager
Mobile Phone
Email
S. W.
Operations Specialist
Mobile Phone
Email
A. A. C.
Private Wealth Advisor | Business Advisor | Cepa®
Mobile Phone
Email
D. H.
Independent Wealth Advisor
Mobile Phone
Email
G. G.
Partners
Mobile Phone
Email
T. F.
Sales And Marketing Assistant
Mobile Phone
Email

WealthSource Partners, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from WealthSource Partners, LLC

Name

Title

Contact

Location

Last Update

J. G.
Head Of Operations
Mobile Phone
Email
Apr 26, 2025
S. S.
Vp Of Advisor Transitions
Mobile Phone
Email
Oct 23, 2024
L. M.
Client Relationship Manager
Mobile Phone
Email
Oct 18, 2024
S. W.
Operations Specialist
Mobile Phone
Email
Mar 25, 2026
A. A. C.
Private Wealth Advisor | Business Advisor | Cepa®
Mobile Phone
Email
Oct 17, 2024
D. H.
Independent Wealth Advisor
Mobile Phone
Email
Jun 03, 2026
G. G.
Partners
Mobile Phone
Email
Oct 22, 2024
T. F.
Sales And Marketing Assistant
Mobile Phone
Email
Oct 17, 2024
E. P.
Mobile Phone
Email
United KingdomEngland
Jun 08, 2026

Frequently Asked Questions

What is WealthSource Partners, LLC known for?

WealthSource Partners, LLC was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-637-****

. Explore WealthSource Partners, LLC's company overview page for more information.

What is WealthSource Partners, LLC's most common email format?

WealthSource Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthSource Partners, LLC email formats with LeadIQ.

How many employees does WealthSource Partners, LLC have currently?

WealthSource Partners, LLC has approximately 35 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are WealthSource Partners, LLC's key employees and leadership?

As of July 2026, WealthSource Partners, LLC's key employees include:

Vp Of Advisor Transitions: S. S.
Head Of Operations: J. G.
Client Relationship Manager: L. M.
Operations Specialist: S. W.
Private Wealth Advisor | Business Advisor | Cepa®: A. A. C.

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WealthSource Partners, LLC Employee Directory

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