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. 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4William Morgan
FinOpCRD 852925

Jourdain Dewerd
DirectorCRD 1806644
Eric Weissman
President, CCOCRD 4720438
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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