Wilshire Pacific Capital Advisors, LLC

Broker-DealerFINRA Member
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 individually owned limited liability company. Public records categorize the firm as "Unclassified" and provide very limited detail about its investment approach, client types, fee arrangements, or the advisory services it offers. The dataset flags several firm attributes: it does not identify as an active ESG investor, it is not designated as a multi-state adviser, it is not labeled newly formed, it is not a pension consultant, and it is not a capital allocator. The firm did not supply information about its business activities, affiliations, or investment preferences.

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
  • William Morgan

    FinOpCRD 852925

  • Jourdain Dewerd

    Jourdain Dewerd

    DirectorCRD 1806644

  • Eric Weissman

    President, CCOCRD 4720438

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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