Source: MarketScreener

WealthSource Partners: WealthSource Holdings : Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

(marketscreener.com) Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationallyhttps://www.marketscreener.com/news/latest/WealthSource-Holdings-nbsp-Enters-Into-a-Definitive-Agreement-to-Acquire-SurePath-Wealth-Managemen--32718059/?utm_medium=RSS&utm_content=20210317

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Followers on Owler

Est. Annual Revenue

$5.0-25M

Est. Employees

25-100

CEO

Bryan Sullivan

CEO Approval Rating

90/100

WealthSource is a California-based financial advisory firm that provides services such as portfolio management and retirement planning for individuals and businesses.