Wilshire Associates Incorporated

Wilshire Associates Incorporated (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,238,008,420 in 569 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,238
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $2,175,762
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, UT, VA, VT, WA, WI, WV

Financial Advisors at Wilshire Associates Incorporated
Showing 1 - 3 of 3 top financial advisors.
1
Mary C. Short
CRD#: 4552589
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401
96
Wealthminder
score

Mary Short (CRD# 4552589) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 7 years of experience in the finance industry. Mary Short has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bendukai E. Bouey
CRD#: 2288174
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401
93
Wealthminder
score

Bendukai Bouey (CRD# 2288174) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 13 years of experience in the finance industry.

3
David C. Zee
CRD#: 2810077
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401
93
Wealthminder
score

David Zee (CRD# 2810077) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 21 years of experience in the finance industry.

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