WNC Capital Corporation

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
36174
Registered since
July 20, 1994

Firm profile

FINTRX

Overview

WNC Capital Corporation is organized as a corporation and has been registered with the SEC since 1994. Public records identify the owner type as a domestic entity and individual; the firm is categorized as unclassified. Available disclosure flags indicate WNC Capital does not operate as a capital allocator, does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. The firm has not provided descriptions of its advisory activities, investment approach, client segments, or business lines in the materials reviewed. That absence of operational detail in filings and the snapshot data limits what can be said about its target clients, product mix, or portfolio construction.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Melanie Wenk

    Chief Operating OfficerCRD 6244000

  • Wilfred Cooper, Jr.

    Wilfred Cooper, Jr.

    President, CEOCRD 1966513

Contacts

3 of 7
  • Christine Cormier

    Christine Cormier

    Executive Vice PresidentCRD 5982806

  • Bradley Vallejo

    Bradley Vallejo

    Corporate CounselCRD 7621742

  • Erik Geho

    Erik Geho

    Vice President, Investor RelationsCRD 7915546

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
17782 Sky Park Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth