WILSHIRE LANE PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
315143
Registered since
June 3, 2021

Firm profile

FINTRX

Overview

Wilshire Lane Partners LLC is an SEC-registered limited liability company that first registered in 2021. The firm is owned by an individual and is categorized as unclassified in the dataset. It is identified as an investment adviser (industry affiliation listed as Other Investment Adviser) and is not flagged as a capital allocator, a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • EDWARD MATHIAS

    OwnerCRD 1778856

  • AMIT JARIWALA

    Managing MemberCRD 4965733

  • ADAM DEMUYAKOR

    Founder & Managing PartnerCRD 5549493

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
12100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth