Wespac Advisors, LLC

Overview

Wespac Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2008 and operates as a limited liability company. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model mixes percentage-of-AUM billing with hourly charges. Wespac is not positioned as a capital allocator; instead it deploys client assets across public funds and third‑party-managed alternative vehicles. The firm does not identify as an active ESG investor. Wespac maintains a range of industry relationships beyond pure advisory work, including affiliations with broker‑dealers, accounting and law firms, insurance companies, pension consultants, and sponsors or general partners of investment vehicles. It also lists activity as an “other financial product salesperson,” indicating ancillary distribution or product referral capabilities alongside advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices