Wealthsource Partners, LLC
California
Registered In
11/02/2015
Incorp. Date
Company Summary
Wealthsource Partners, LLC in San Luis Obispo, CA lists Wealthsource Holdings, Inc. and Arlo Bryan Sullivan of San Luis Obispo, CA
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Converted Out
Registration Type
Domestic
Search Other Resources
People
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David Ito
Individual Agent
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
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Wealthsource Holdings, Inc.
Manager
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
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Arlo Bryan Sullivan
CEO
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
View Map
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Financials
Financial Information for Wealthsource Partners, LLC
Form 5500
WEALTHSOURCE PARTNERS, LLC
735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401 (805) 346-2989 EIN:37-1797345 Plan Admin:Bryan Sullivan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY36 / 0 Assets BOY/EOY$1,479,287 / $0 | 2022 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 36 / 0 | $1,479,287 / $0 |
| 2021 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY25 / 36 Assets BOY/EOY$971,970 / $1,479,287 | 2021 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 25 / 36 | $971,970 / $1,479,287 |
| 2020 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY14 / 25 Assets BOY/EOY$529,657 / $971,970 | 2020 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 14 / 25 | $529,657 / $971,970 |
| 2019 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$411,075 / $529,657 | 2019 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 16 / 14 | $411,075 / $529,657 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/Address Match:Wealthsource Holdings Inc -
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Model Fa, LLC
Registered in Nevada
|
Carson City, NV | View Report | |
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Wealthsource Business Advisors LLC
Registered in Nevada
|
Carson City, NV | View Report | |
|
Wealthsource Insurance Solutions LLC
Registered in Nevada
|
Carson City, NV | View Report | |
|
Wealthsource Partners LLC
Registered in Nevada
|
San Luis Obispo, CA | View Report | |
|
Wealthsource Partners, LLC
Registered in Florida
|
Plantation, FL San Luis Obispo, CA | View Report |
Address Match:735 Tank Farm Rd Ste 240 San Luis Obispo, CA
|
Avila Ranch Community Association
Registered in California
|
Roseville, CA San Luis Obispo, CA | View Report | |
|
Wealthsource Insurance Solutions LLC
Registered in California
|
Glendale, CA San Luis Obispo, CA | View Report | |
|
Wealthsource Partners LLC
Registered in California
|
Glendale, CA San Luis Obispo, CA | View Report | |
|
Wealthsource Partners LLC
Registered in Connecticut
|
Hartford, CT San Luis Obispo, CA | View Report | |
|
Wealthsource Partners LLC
Registered in Colorado
|
San Luis Obispo, CA Conifer, CO | View Report | |
|
Serra Meadows Business-Professional Office Association
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Avila Ranch, LLC
Registered in California
|
San Luis Obispo, CA Three Rivers, CA | View Report | |
|
S.L.O. Life Investments, LLC
Registered in California
|
San Luis Obispo, CA Visalia, CA | View Report | |
|
Avant-Garde Wealth Management Inc.
Registered in Colorado
|
San Luis Obispo, CA Centennial, CO | View Report |
Address Match:735 Tank Farm Rd San Luis Obispo, CA
|
Coastal Funding Slc, Inc.
Registered in Oregon
|
San Luis Obispo, CA | View Report | |
|
Eag, a Law Corporation
Registered in California
|
San Luis Obispo, CA Caballo Nipomo, CA | View Report | |
|
K2 Land Management, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Lendscape, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Nwm Advisors, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
San Luis Capital, Inc.
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Slo Realty Partners, Inc.
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Harbor Lending, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Arbor Home Mortgage, Inc.
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Endeavor Realty, Inc.
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Firststop Web Search, LLC
Registered in California
|
Pismo Beach, CA San Luis Obispo, CA | View Report | |
|
Hubbs & Associates, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Reo Management Solutions, LLC
Registered in California
|
San Luis Obispo, CA | View Report | |
|
Tri-Counties Mechanical, Inc.
Registered in California
|
San Luis Obispo, CA | View Report |
Person/City Match:David Ito - San Luis Obispo, CA
|
Compliance Ethos LLC
Registered in California
|
San Luis Obispo, CA | View Report |
Person/City Match:Arlo Bryan Sullivan - San Luis Obispo, CA
|
Wealthsource Insurance Services LLC
Registered in California
|
San Luis Obispo, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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