Wilshire Advisors LLC

Wilshire Advisors LLC (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $96,494,557,024 in 574,123 accounts and serve the financial needs of clients across 48 states (or territories).

Current Firm Details
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401
http://www.wilshire.com
By the Numbers
  • Total Assets Under Management
    96,495
    MILLION
  • Total Number of Accounts
    574,123
    ACCOUNTS
  • Average Account Value
    $168,073
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wilshire Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Bendukai Bouey, financial advisor Santa Monica CA
Bendukai E. Bouey
CRD#: 2288174
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Bendukai Bouey (CRD# 2288174) is an Investment Advisor Representative working at Wilshire Advisors LLC in Santa Monica, CA and has over 18 years of experience in the finance industry.

2
Cian Desmond, financial advisor Santa Monica CA
Cian J. Desmond
CRD#: 6265613
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Cian Desmond (CRD# 6265613) is an Investment Advisor Representative working at Wilshire Advisors LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.

3
Suehyun Kim, financial advisor Santa Monica CA
Suehyun Kim
CRD#: 3126805
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Suehyun Kim (CRD# 3126805) is an Investment Advisor Representative working at Wilshire Advisors LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.

4
Ashley Smith-Roos, financial advisor Santa Monica CA
Ashley D. Smith-Roos
CRD#: 5454067
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Ashley Smith-Roos (CRD# 5454067) is an Investment Advisor Representative working at Wilshire Advisors LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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