WEALTHSOURCE PARTNERS, LLC
Legal name: WEALTHSOURCE?
CRD #282202 SEC #801-107199 SAN LUIS OBISPO, CA 805-546-1000
SEC Registered
Total AUM
$2.1B
Discretionary
$2B
Employees
50
Clients
101
Accounts
6,245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $2.1B | $2B | $95.7M | 50 | 8 |
| Mar 2023 | $1.9B | $1.8B | $93.8M | 71 | 20 |
| Feb 2023 | $1.9B | $1.8B | $93.8M | 73 | 20 |
| Mar 2022 | $1.9B | $1.8B | $106.2M | 61 | 23 |
| Oct 2021 | $1.6B | $1.5B | $96.7M | 56 | 31 |
| Apr 2021 | $1.6B | $1.5B | $96.7M | 56 | 31 |
| Mar 2021 | $1.2B | $1.1B | $80M | 46 | 1 |
| Jul 2020 | $1.2B | $1.1B | $80M | 46 | 1 |
| May 2020 | $1.2B | $1.1B | $80M | 46 | 1 |
| Mar 2020 | $1.2B | $1.1B | $80M | 46 | 1 |
| Nov 2019 | $730.3M | $714.8M | $15.5M | 46 | 0 |
| Jul 2019 | $730.3M | $714.8M | $15.5M | 46 | 0 |
| May 2019 | $730.3M | $714.8M | $15.5M | 46 | 0 |
| Apr 2019 | $730.3M | $714.8M | $15.5M | 46 | 0 |
| Oct 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| Jul 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| May 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| Apr 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| Feb 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| Feb 2018 | $657.2M | $633.2M | $24M | 39 | 0 |
| Apr 2017 | $436.8M | $421.9M | $14.9M | 37 | 800 |
| Jan 2017 | $436.8M | $421.9M | $14.9M | 35 | 800 |
| Sep 2016 | $381.2M | $365.8M | $15.5M | 35 | 0 |
| Jun 2016 | $381.2M | $365.8M | $15.5M | 39 | 0 |
| May 2016 | $381.2M | $365.8M | $15.5M | 39 | 0 |
| May 2016 | $381.2M | $365.8M | $15.5M | 39 | 0 |
| Apr 2016 | $381.2M | $365.8M | $15.5M | 40 | 0 |
| Feb 2016 | $0 | $0 | $0 | 15 | 0 |
| Jan 2016 | $0 | $0 | $0 | 15 | 0 |
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$95.7M
Employees50
Clients8
DateMar 2023
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$93.8M
Employees71
Clients20
DateFeb 2023
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$93.8M
Employees73
Clients20
DateMar 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$106.2M
Employees61
Clients23
DateOct 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$96.7M
Employees56
Clients31
DateApr 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$96.7M
Employees56
Clients31
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80M
Employees46
Clients1
DateJul 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80M
Employees46
Clients1
DateMay 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80M
Employees46
Clients1
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80M
Employees46
Clients1
DateNov 2019
Total AUM$730.3M
Discretionary$714.8M
Non-Disc.$15.5M
Employees46
Clients0
DateJul 2019
Total AUM$730.3M
Discretionary$714.8M
Non-Disc.$15.5M
Employees46
Clients0
DateMay 2019
Total AUM$730.3M
Discretionary$714.8M
Non-Disc.$15.5M
Employees46
Clients0
DateApr 2019
Total AUM$730.3M
Discretionary$714.8M
Non-Disc.$15.5M
Employees46
Clients0
DateOct 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateJul 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateMay 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateApr 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateFeb 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateFeb 2018
Total AUM$657.2M
Discretionary$633.2M
Non-Disc.$24M
Employees39
Clients0
DateApr 2017
Total AUM$436.8M
Discretionary$421.9M
Non-Disc.$14.9M
Employees37
Clients800
DateJan 2017
Total AUM$436.8M
Discretionary$421.9M
Non-Disc.$14.9M
Employees35
Clients800
DateSep 2016
Total AUM$381.2M
Discretionary$365.8M
Non-Disc.$15.5M
Employees35
Clients0
DateJun 2016
Total AUM$381.2M
Discretionary$365.8M
Non-Disc.$15.5M
Employees39
Clients0
DateMay 2016
Total AUM$381.2M
Discretionary$365.8M
Non-Disc.$15.5M
Employees39
Clients0
DateMay 2016
Total AUM$381.2M
Discretionary$365.8M
Non-Disc.$15.5M
Employees39
Clients0
DateApr 2016
Total AUM$381.2M
Discretionary$365.8M
Non-Disc.$15.5M
Employees40
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0