Wealth-Source Financial
Firm details
- Headquarters
- ,
- CRD number
- 300055
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals51.79%
- HNWI48.21%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth-Source Financial is an independent, California-based limited liability company that advises individual and family clients. The firm is owned by an individual and provides fee-based wealth management using a mix of billing approaches — percentage of assets under management, hourly, subscription, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an ESG-focused investor and operates within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Investment Grade Corp Bonds15%
- US Government Bonds10%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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