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Wellsource Capital Partners, LLC (San Luis Obispo)


Wellsource Capital Partners, LLC is a large advisory firm based in San Luis Obispo. It manages $109 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.

Wellsource Capital Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wellsource Capital Partners: assets under management

The assets under management (AUM) of Wellsource Capital Partners, LLC is $109 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $109 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wellsource Capital Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Luis Obispo

The principal office where Wellsource Capital Partners, LLC performs its advisory services is located at 1880 Santa Barbara Ave, San Luis Obispo, CA 93401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-546-1000 or by fax 805-549-0065. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.


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