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WESPAC ADVISORS, LLC
CRD 148242 · SEC 801-69552
4 ORINDA WAY, SUITE 100-B, ORINDA, CA, 94563, United States
Phone
510-287-5255
Fax
510-287-5282
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.21B
Discretionary AUM
$1.21B
Team
10 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $45.3M |
| High net worth individuals | 52 | $99.3M |
| Pension/profit sharing plans | 347 | $1.06B |
| Corporations/business entities | 2 | $1.4M |
States served
AK, AZ, CA, ID, LA, NV, NJ, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD