Wealthsource®
Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $2,116,238,123 in 6,245 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,116MILLION
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Total Number of Accounts6,245ACCOUNTS
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Average Account Value$338,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Robert Tesch (CRD# 1919954) is an Investment Advisor Representative working at Wealthsource® in Montrose, CO and has over 26 years of experience in the finance industry.
Jason Zivich (CRD# 5635394) is an Investment Advisor Representative working at Wealthsource® in Manhattan Beach, CA and has over 15 years of experience in the finance industry.