Wilshire Pacific Capital Advisors, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 171245
- Registered since
- December 22, 2014
Firm profile
FINTRXOverview
Wilshire Pacific Capital Advisors, LLC is an individually owned limited liability company that registered with the SEC in 2014. Public records classify the firm as unclassified and show it is not organized as a multi-state adviser, does not self-identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant. The firm has provided little detail about its advisory services, fee schedules, target client types or affiliated activities in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Jourdain Dewerd
DirectorCRD 1806644
Eric Weissman
President, CCOCRD 4720438
Yaakov Vanek
Registered RepresentativeCRD 4968544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 8447 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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