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. The firm is owned by an individual and is classified in the dataset as "Unclassified." Available records do not describe the firm's core advisory activities, client segments, fee schedules, or business lines. The profile shows it is not a multi-state adviser, not a pension consultant, and not identified as a related adviser to another firm. The dataset marks the firm as not being an active ESG investor and not operating as a capital allocator. Beyond these registry attributes, there is little public disclosure about how the firm positions its services or the investment strategies it pursues.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • William Morgan

    FinOpCRD 852925

  • Jourdain Dewerd

    Jourdain Dewerd

    DirectorCRD 1806644

  • Eric Weissman

    President, CCOCRD 4720438

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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