Wealthsource Partners, Llc

Description

• Vellum Financial and Avant-Garde Advisors announce a new unified brand and will be known as WealthSource Partners starting April 1, 2016. The decision to unify the company under one brand was a strategy designed to take both businesses to the next level and become a recognized enterprise in the industry. The union of Vellum Financial and Avant-Garde Advisors in January of 2016 resulted in a strong combination of technology and investment solutions, married with premier service. In addition, this move united both companies employees and clients under one common vision and direction. WealthSource Partners, LLC is a Registered Investment Adviser* that offers financial advisors a bespoke investment platform backed with strong service, cutting edge technology and a comprehensive array of traditional money management choices. In addition, WealthSource Partners has a compliance program supported by state of the art technology tools allowing financial advisors to focus on building relationships with their clients. Over the course of 2016, Vellum Financial and Avant-Garde Advisors will transition their investment advisory businesses to the new firm. In addition to the name change, both firms have announced a new website www.wealthsource.com and will do business under the new brand from this point forward. Bryan Sullivan will serve as CEO of WealthSource and will manage the strategic vision and direction of the new unified business. Eric Patton will serve as COO, John Dubravac will serve as Chief Development Officer, Kelly Smith will serve as Chief Strategy Officer and David Ito will serve as Chief Compliance Officer and General Counsel. *Registration as an investment adviser does not imply any certain level of skill or training.
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  Headquarters:1880 Santa Barbara Avenue Suite 240, San Luis Obispo, California, United States

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  Phone Number: +1 805-781-3580

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  Website: https://www.wealthsource.com

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  Employees:30

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  Revenue:$1 - 10M

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  Legal Name:Wealthsource Partners, Llc

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• |  NAICS Code: 541511  |

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