Bryan Sullivan
Chief Executive Officer at WealthSource Partners LLC
Bryan Sullivan active positions
Companies | Position | Start | End |
---|---|---|---|
WealthSource Partners LLC
WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Chief Executive Officer | - | - |
Career history of Bryan Sullivan
Training of Bryan Sullivan
Oregon State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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WealthSource Partners LLC
WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Finance |
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