WELLSOURCE CAPITAL PARTNERS, LLC
Total AUM
$109M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1880 SANTA BARBARA AVE
SUITE 240
SAN LUIS OBISPO
CA 93401
United States
SUITE 240
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
805-546-1000
Financials
Total AUM
$109M
Accounts
280Discretionary
$109M
Accounts
280Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.