Wealthsource Partners LLC

Colorado
Registered In
01/11/2016
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Wealthsource Partners LLC at 735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401 lists Eric D Patton of Castle Rock, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Noncompliant
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Eric D Patton Registered Agent
2374 LEAFDALE CIR, CASTLE ROCK, CO 80109
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401 View Map

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.
Related Business Names:
Wealthsource Partners LLC Registered in Connecticut
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Wealthsource Partners LLC Registered in Nevada
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Address Match:735 Tank Farm Rd Ste 240 San Luis Obispo, CA
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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