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 organized as a limited liability company and appears on FINTRX as an SEC-registered adviser since 2014. Ownership is listed as individual, and the firm’s classification in the snapshot is "Unclassified." The profile shows several negative flags: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and it is not flagged as a newly formed adviser. The FINTRX snapshot does not include descriptive material about the firm’s investment strategy, target client segments, fee model, or specific advisory activities. That limited disclosure makes it difficult to characterize how Wilshire Pacific positions its services or portfolio construction from the available record.

Assets & Accounts

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

    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