SEC Form ADV · CIK 1484540

WESPAC ADVISORS, LLC

Firm profile: WESPAC Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$1.2B
Assets Under Management
642
Total Clients
10
Employees
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Registration Details

CIK
1484540
Accession
CRD-148242
Location
ORINDA, CA
Filing Date
April 1, 2026
AUM
$1.2B
Total Clients
642
Institutional Clients
347
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

WESPAC ADVISORS, LLC is a registered investment adviser headquartered in ORINDA, CA, managing approximately $1.2B in assets across 642 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.