Wespac Advisors, LLC
Firm details
- Headquarters
- Orinda, California
- CRD number
- 148242
- Registered since
- September 24, 2008
- Website
- www.wespacadvisorsllc.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans87.89%
- HNWI8.24%
- Individuals3.75%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wespac Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2008) and serves both individual/family and institutional clients. Its primary advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM fees and hourly charges, and the firm is also listed as an other financial product salesperson. The firm maintains a broad set of industry relationships, including ties to broker-dealers, insurance companies, accounting and law firms, and sponsors/GPs of pooled investment vehicles. Wespac does not present itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$168M in ETFs
70%
$118M
29%
$50.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.7M | 11,346 | 5.16% |
Location
Orinda, CA
Contra Costa
Location
Orinda, CA
Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 4 Orinda Way
- Time zone
- PT (UTC-8)
- Office locations
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