Wilshire Pacific Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
171245
Registered since
December 22, 2014

Firm profile

FINTRX

Overview

Wilshire Pacific Capital Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company that first registered in 2014. The ownership is listed as individual, and the firm appears in the data set without a specified advisory classification. The record does not disclose the firm’s client types, fee structure, or the specific advisory services it offers. The firm is not identified as a multi-state adviser or a newly formed adviser, and it is not flagged as a pension consultant or a related adviser to another registered entity. Public data for this firm is sparse; the available profile fields for business activities and advisory activities are blank.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jourdain Dewerd

    Jourdain Dewerd

    DirectorCRD 1806644

  • Eric Weissman

    President, CCOCRD 4720438

  • Yaakov Vanek

    Registered RepresentativeCRD 4968544

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth