Wealth-Source Financial

Overview

Wealth-Source Financial is a small, independent registered investment adviser run as an individually owned LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm emphasizes equity-based portfolios, using exchange-traded equities and ETFs as its primary building blocks, and supplements those holdings with mutual funds when appropriate. Service offerings include scheduled financial planning, ongoing portfolio management and client education through seminars or workshops. The firm is not positioned as a multi-state adviser or a capital allocator and does not list ESG investing as a prominent policy. Fee arrangements are flexible: the firm can charge a percentage of assets under management as well as hourly, subscription or fixed fees, which supports both ongoing advisory relationships and one-off planning engagements. Given the boutique scale, the business model appears geared toward hands-on advice and customized planning rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices