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 an SEC-registered limited liability company that appears in public filings with an initial registration year of 2014. The firm is owned by an individual and is listed in the source data under a generic "unclassified" designation rather than a more specific advisory category. The filing indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. The firm did not disclose typical public-facing details in the available record: client segments, fee schedules, core advisory activities and investment preferences are not included in the filing. The record also indicates the firm is not designated a multi-state adviser, is not newly formed, and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

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
  • Jourdain Dewerd

    Jourdain Dewerd

    DirectorCRD 1806644

  • Eric Weissman

    President, CCOCRD 4720438

  • Yaakov Vanek

    Registered RepresentativeCRD 4968544

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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