Wealthsource Partners LLC

San Luis Obispo, CA

California

Registered In

10/31/2023

Incorp. Date

Foreign

Registration Type

Nevada

Foreign Jurisdiction

Company Summary

Wealthsource Partners LLC in San Luis Obispo, CA was registered on 10/31/2023. It is listed at 735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401.

Overview

Registered In

California

Incorporation Date

10/31/2023

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Nevada

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People

C T Corporation System Registered 1505 Agent

330 N BRAND BLVD STE 700, GLENDALE, CA 91203

Map & Locations

735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401 View Map

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

Related Business Names:

Wealthsource Partners LLC Registered in Connecticut	Hartford, CT San Luis Obispo, CA	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
Wealthsource Partners, LLC Registered in California	San Luis Obispo, CA	View Report
Wealthsource Partners LLC Registered in Colorado	San Luis Obispo, CA Conifer, CO	View Report

Address Match:735 Tank Farm Rd Ste 240 San Luis Obispo, CA

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Address Match:735 Tank Farm Rd San Luis Obispo, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor