Wespac Advisors, LLC

Wespac Advisors, LLC (CRD# 148242) is a financial advisory firm headquartered in Oakland, CA. They manage $157,671,085 in 363 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $434,356
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, NV, OR, TX, WA

Financial Advisors at Wespac Advisors, LLC
Showing 1 - 10 of 13 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
Steven P. Bendinelli
CRD#: 1320555
689 Sierra Rose Drive, Suite A2, Reno, NV 89511
93
Wealthminder
score

Steven Bendinelli (CRD# 1320555) is an Investment Advisor Representative working at Wespac Advisors, LLC in Reno, NV and has over 14 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
Andrew B. Corradetti
CRD#: 2897487
689 Sierra Rose Drive, Suite A2, Reno, NV 89511
93
Wealthminder
score

Andrew Corradetti (CRD# 2897487) is an Investment Advisor Representative working at Wespac Advisors, LLC in Reno, NV and has over 20 years of experience in the finance industry.

5
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.

6
Steve H. Miller
CRD#: 1081919
519 17th Street, 5th Floor, Oakland, CA 94612
93
Wealthminder
score

Steve Miller (CRD# 1081919) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 14 years of experience in the finance industry.

7
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.

8
Garying Chan
CRD#: 6022356
2001 Broadway, 2nd Floor, Oakland, CA 94612
90
Wealthminder
score

Garying Chan (CRD# 6022356) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 5 years of experience in the finance industry.

9
Shevick A. Vanderwey
CRD#: 6254720
2001 Broadway, 2nd Floor, Oakland, CA 94612
89
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.

10
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.