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Co-Invest with us

 By investors.  For investors.

Mill St Village - Athens, Ohio

We at Direct Source Wealth set out to find a way where investors have an alignment of interest with the individuals and company introducing the investment options. That is why we created a co-investment model where you can invest alongside us at Direct Source Wealth. Direct Source Wealth partners with investors and local area operators to bring diverse deals to LPs. The company has been based in Puerto Rico since 2014 and manages assets across the nation.  Everyone at Direct Source Wealth believes there is a better way to invest and reach your financial goals. It is our mission to make that a reality.





Years Combined


Million $ AUM



$65,000,000 active Investments  

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

By using this website, you accept our Terms of Service and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections may not reflect actual future performance. All investments involve risk and may result in loss.

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