Wilshire Pacific Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
171245
Registered since
December 22, 2014

Firm profile

FINTRX

Overview

Wilshire Pacific Capital Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2014. Ownership is listed as individual, and the firm’s public profile indicates it is not set up as a capital allocator, not active on ESG mandates, and is not registered as a multi-state adviser. Several typical firm attributes — including stated business activities and advisory specializations — were not provided in the source data. The available records suggest a very limited public footprint: there are no disclosures of related-adviser relationships or pension consulting activity. Taken together, the registration and attribute flags imply the firm exists as a small, individually owned advisory vehicle but has not reported the kinds of operational details that would clarify its client-facing or investment-management focus.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jourdain Dewerd

    Jourdain Dewerd

    DirectorCRD 1806644

  • Eric Weissman

    President, CCOCRD 4720438

  • Yaakov Vanek

    Registered RepresentativeCRD 4968544

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, 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
8447 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth