Wealthsource Partners, LLC

Wealthsource Partners, LLC (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $381,237,205 in 1,406 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    1,406
    ACCOUNTS
  • Average Account Value
    $271,150
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, LA, MI, NE, NH, NJ, OR, TX, WA

Financial Advisors at Wealthsource Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amy E. Mahlen
CRD#: 4692263
Aurora, CO
96
Wealthminder
score

Amy Mahlen (CRD# 4692263) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Aurora, CO and has over 13 years of experience in the finance industry. Amy Mahlen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Esteban Hernandez
CRD#: 4862852
Boca Raton, FL
93
Wealthminder
score

Esteban Hernandez (CRD# 4862852) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Boca Raton, FL and has over 10 years of experience in the finance industry.

3
Mark J. Stromberg
CRD#: 1730883
Denver, CO
93
Wealthminder
score

Mark Stromberg (CRD# 1730883) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Denver, CO and has over 29 years of experience in the finance industry.

4
Wesley R. Brown
CRD#: 3251052
2125 S. Broadway, Suite 110, Santa Maria, CA 93454
71
Wealthminder
score

Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Santa Maria, CA and has over 17 years of experience in the finance industry.

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