WESPAC ADVISORS, LLC

RIASEC RegisteredEst. 2008

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 and registered with the SEC since 2008. The firm serves both individual and family clients as well as institutional accounts, and it bills clients through asset-based fees and hourly charges. Core advisory services reported include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also engages in other financial product distribution. Wespac is not positioned as a capital allocator and does not identify as an active ESG investor. Corporate affiliations listed in regulatory materials point to a broad set of industry relationships — including broker-dealer, insurance, accounting, law, and sponsors/GPs of pooled vehicles — which suggests the firm operates with multiple business lines and may participate in sponsoring or advising private investment vehicles.