Investment adviser · CRD 167371

WELLSOURCE CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

SAN LUIS OBISPO, CA, United States · Form ADV filed Mar 26, 2014

Regulatory AUM
$109M
Form ADV · Item 5.F
Client accounts
280
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1880 SANTA BARBARA AVE, SUITE 240
SAN LUIS OBISPO, CA, 93401, United States

CRD 167371

Filing source

Form ADV 808381 · Mar 26, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.