Wespac Advisors, LLC

Wespac Advisors, LLC (CRD# 148242) is a financial advisory firm headquartered in Oakland, CA. They manage $652,152,097 in 627 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    652
    MILLION
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $1,040,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NV, OR, TX, WA

Financial Advisors at Wespac Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Thomas C. Lambert
CRD#: 1050882
519 17th Street, 5th Floor, Oakland, CA 94612
96
Wealthminder
score

Thomas Lambert (CRD# 1050882) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 31 years of experience in the finance industry.

2
Garying Chan
CRD#: 6022356
2001 Broadway, 2nd Floor, Oakland, CA 94612
93
Wealthminder
score

Garying Chan (CRD# 6022356) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 6 years of experience in the finance industry.

3
Timothy K. Chan
CRD#: 2486405
519 17th Street, 5th Floor, Oakland, CA 94612
93
Wealthminder
score

Timothy Chan (CRD# 2486405) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 10 years of experience in the finance industry.

4
William Kim
CRD#: 3122158
519 17th Street, 5th Floor, Oakland, CA 94612
93
Wealthminder
score

William Kim (CRD# 3122158) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 16 years of experience in the finance industry.

5
Steve H. Miller
CRD#: 1081919
,
93
Wealthminder
score

Steve Miller (CRD# 1081919) is an Investment Advisor Representative working at Wespac Advisors, LLC in , and has over 15 years of experience in the finance industry.

6
John C. Williams
CRD#: 2972146
519 17th Street, 5th Floor, Oakland, CA 94612
93
Wealthminder
score

John Williams (CRD# 2972146) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 19 years of experience in the finance industry.

7
Shevick A. Vanderwey
CRD#: 6254720
2001 Broadway, 2nd Floor, Oakland, CA 94612
90
Wealthminder
score

Shevick Vanderwey (CRD# 6254720) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 4 years of experience in the finance industry.

8
Fay E. Groves
CRD#: 2073721
689sierra Rose Drive, Suite A2, Reno, NV 89511
83
Wealthminder
score

Fay Groves (CRD# 2073721) is an Investment Advisor Representative working at Wespac Advisors, LLC in Reno, NV and has over 27 years of experience in the finance industry.

9
Gregory J. Christian
CRD#: 1749795
519 17th Street, 5th Floor, Oakland, CA 94612
73
Wealthminder
score

Gregory Christian (CRD# 1749795) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 30 years of experience in the finance industry.

10
Robert D. Perussina
CRD#: 861216
2001 Broadway, 2nd Floor, Oakland, CA 94612
73
Wealthminder
score

Robert Perussina (CRD# 861216) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 24 years of experience in the finance industry.

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