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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4JOURDAIN 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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