Wespac Advisors, LLC
● SEC registered since 2008CRD 148242SEC# 801-69552Orinda, CA
Reg. AUM
$1.21B
Employees
10
Accounts
642
Location
Orinda, CA
Wespac Advisors, LLC assets under management
Wespac Advisors, LLC operates as an SEC-registered investment adviser based in Orinda, CA. The firm has been registered since 2008. It reports $1.2 billion in regulatory assets under management and employs 10 people.
Wespac Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member | Over 75% | 2008 |
| John Cole Williams | Chief Compliance Officer | Under 5% | 2011 |
| Renee Tailing Szu Control | President | Under 5% | 2008 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wespac Advisors, LLC manage?
Wespac Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Wespac Advisors, LLC have?
Wespac Advisors, LLC reports 10 employees.
Where is Wespac Advisors, LLC located?
Wespac Advisors, LLC is based in Orinda, CA and has been SEC-registered since 2008.
Does Wespac Advisors, LLC disclose fund performance?
Wespac Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Orinda Way, Suite 100-B, Orinda, CA 94563 |
| Phone | 510-287-5255 |
| Fax | 510-287-5282 |
| Office hours | 8:30 a.m.- 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1484540 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.21B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.21Bregulatory AUM
Discretionary $1.21B