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 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
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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