Wespac Advisors, LLC
Wespac Advisors, LLC (CRD# 148242) is a financial advisory firm headquartered in Orinda, CA. They manage $800,064,104 in 629 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management800MILLION
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Total Number of Accounts629ACCOUNTS
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Average Account Value$1,271,962
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, FL, ID, LA, NJ, NV, OR, TX, WA
Timothy Chan (CRD# 2486405) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 16 years of experience in the finance industry.
Gregory Christian (CRD# 1749795) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 36 years of experience in the finance industry.
William Kim (CRD# 3122158) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 22 years of experience in the finance industry.
Thomas Lambert (CRD# 1050882) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 37 years of experience in the finance industry.
Steve Miller (CRD# 1081919) is an Investment Advisor Representative working at Wespac Advisors, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.
Robert Perussina (CRD# 861216) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 30 years of experience in the finance industry.
Shevick Vanderwey (CRD# 6254720) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 10 years of experience in the finance industry.
John Williams (CRD# 2972146) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 25 years of experience in the finance industry.