# WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE PARTNERS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 282202
- Type: SEC-registered investment adviser
- SEC file number: 801-107199
- Location: 735 TANK FARM ROAD, SUITE 240, SAN LUIS OBISPO, CA, 93401
- Phone: 805-546-1000
- Latest filing: 2024-03-30
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $95.7M
- Clients: 50
- Accounts: 6,245

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| SULLIVAN ARLO BRYAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & ELECTED MANAGER; CHIEF EXECUTIVE OFFICER & MANAGING MEMBER (+3 more) | — |
| PATTON ERIC DWAYNE | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & ELECTED MANAGER (+2 more) | — |
| DUBRAVAC JON EDWARD | CHIEF BUSINESS DEVELOPMENT OFFICER; CHIEF BUSINESS DEVELOPMENT OFFICER & ELECTED MANAGER; CHIEF DEVELOPMENT OFFICER (+3 more) | — |
| SWANSON KEVIN CHARLES | MEMBER | — |
| SMITH KELLY MORROW | CHIEF STRATEGY OFFICER; CHIEF STRATEGY OFFICER & ELECTED MANAGER; MEMBER | — |
| ITO DAVID | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| SHEA CHRISTOPHER MAXIME | CHIEF INVESTMENT OFFICER | — |
| BREWER MICHAEL PATRICK | CHIEF STRATEGY OFFICER; PRESIDENT; PRESIDENT & CHIEF MARKETING OFFICER | — |
| ITO DAVID AKIRA | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| MALEK MARK PETER | CHIEF INVESTMENT OFFICER | — |
| NAGELL LUKE PATRICK | CHIEF INVESTMENT OFFICER | — |
| MAY DOUGLAS BOYD | CHIEF INVESTMENT OFFICER | — |
| MIRABELLA JASON ANTHONY | CHIEF OPERATING OFFICER; CHIEF PLATFORM OFFICER | — |
| GOODBREAD JUSTIN ALLAN | CHIEF STRATEGY OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282202/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282202/similar
- Related entities: https://search.stillhousedata.com/firm/282202/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282202

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.