Wespac Advisors, LLC

Wespac Advisors, LLC (CRD# 148242) is a financial advisory firm headquartered in Orinda, CA. They manage $842,241,079 in 645 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    842
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $1,305,800
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.

AK, AZ, CA, FL, LA, NJ, NV, OR, TX, WA

Financial Advisors at Wespac Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy K. Chan
CRD#: 2486405
4 Orinda Way, Suite 100-b, Orinda, CA 94563

Timothy Chan (CRD# 2486405) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 14 years of experience in the finance industry.

2
Gregory J. Christian
CRD#: 1749795
4 Orinda Way, Suite 100-b, Orinda, CA 94563

Gregory Christian (CRD# 1749795) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 33 years of experience in the finance industry.

3
William Kim
CRD#: 3122158
4 Orinda Way, Suite 100-b, Orinda, CA 94563

William Kim (CRD# 3122158) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 20 years of experience in the finance industry.

4
Thomas C. Lambert
CRD#: 1050882
4 Orinda Way, Suite 100-b, Orinda, CA 94563

Thomas Lambert (CRD# 1050882) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 35 years of experience in the finance industry.

5
Steve H. Miller
CRD#: 1081919
2400 E Arizona Biltmore Cir #1100, Phoenix, AZ 85016

Steve Miller (CRD# 1081919) is an Investment Advisor Representative working at Wespac Advisors, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

6
Robert D. Perussina
CRD#: 861216
4 Orinda Way, Suite 100-b, Orinda, CA 94563

Robert Perussina (CRD# 861216) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 27 years of experience in the finance industry.

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

Shevick Vanderwey (CRD# 6254720) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 7 years of experience in the finance industry.

8
John C. Williams
CRD#: 2972146
4 Orinda Way, Suite 100-b, Orinda, CA 94563

John Williams (CRD# 2972146) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 23 years of experience in the finance industry.

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