Wespac Advisors, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$1.9M

Accounts

642

Employees

Advisory reps

Firm details

Headquarters: Orinda, California
CRD number: 148242
Registered since: September 24, 2008
Website: www.wespacadvisorsllc.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans87.89%
HNWI8.24%
Individuals3.75%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wespac Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2008) and serves both individual/family and institutional clients. Its primary advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM fees and hourly charges, and the firm is also listed as an other financial product salesperson. The firm maintains a broad set of industry relationships, including ties to broker-dealers, insurance companies, accounting and law firms, and sponsors/GPs of pooled investment vehicles. Wespac does not present itself as a capital allocator and is not flagged as an active ESG investor.