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 - 5 of 5 top financial advisors.
1
Patrick E. Huey
CRD#: 5005878
PO Box 532, Camas, WA 98607
103
Wealthminder
score

Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration.  The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory." 

 

Patrick Huey, Owner & Principal Advisor, states, "My goal is to be a difference maker for my clients -- helping people and the causes they care about dream and design their financial strategies. Whether it's planning for individual retirement, business succession or helping an organization meet its mission goals, my specialty is charting a course so clients can have maximum impact."  He continues, "Our mission is to provide a VIP Experience for our clients -- an effective financial relationship anchored by breadth and depth of expertise, stewardship over sales, independence over corporate interest, proactive and personalized service, and value focus."  Huey has over 20 years of leadership experience including more than  a decade in financial services.  He is the volunteer Treasurer for Portland's Sunshine Division, a food and clothing relief organization and authors History Lessons, a blog drawing on historical anecdotes to teach investment lessons.

 

Victory Independent Planning offers investment, retirement and philanthropic planning services, and serves clients along the West Coast. Investment advisory services offered through WealthSource Partners, LLC, a registered investment adviser.  Registration does not imply any certain level of skill or training.

2
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 14 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.

3
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 11 years of experience in the finance industry.

4
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 30 years of experience in the finance industry.

5
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 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.