Wilshire Pacific Capital Advisors, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 171245
- Registered since
- December 22, 2014
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Jourdain Dewerd
DirectorCRD 1806644
Eric Weissman
President, CCOCRD 4720438
Yaakov Vanek
Registered RepresentativeCRD 4968544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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