OneDigital adds $2B wealth management firm
Eric Patton, Jon Dubravac and Bryan Sullivan of WealthSource Partners
Deal for WealthSource Partners grows OneDigital’s footprint in nine states.
OneDigital Investment Advisors has acquired WealthSource Partners, a San Luis Obispo, California-based RIA that oversees $2 billion in client assets, the firm announced Wednesday.
WealthSource Partners has 44 employees who serve the firm’s more than 2,500 client families from locations in nine
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