Wespac Advisors Socal, LLC
● SEC registered since 2012CRD 158413SEC# 801-77286Pasadena, CA
Reg. AUM
$609.8M
Employees
12
Accounts
940
Location
Pasadena, CA
Wespac Advisors Socal, LLC assets under management
Wespac Advisors Socal, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2012. It reports $609.8 million in regulatory assets under management and employs 12 people.
Wespac Advisors Socal, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Pin Chen Control | Managing Member | 50-75% | 2011 |
| Wade Steven Perry Control | Managing Member And Chief Compliance Officer | 25-50% | 2011 |
Frequently asked questions
How much does Wespac Advisors Socal, LLC manage?
Wespac Advisors Socal, LLC reports $609.8 million in regulatory assets under management on its Form ADV.
How many employees does Wespac Advisors Socal, LLC have?
Wespac Advisors Socal, LLC reports 12 employees.
Where is Wespac Advisors Socal, LLC located?
Wespac Advisors Socal, LLC is based in Pasadena, CA and has been SEC-registered since 2012.
Does Wespac Advisors Socal, LLC disclose fund performance?
Wespac Advisors Socal, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 S. Lake Avenue, Suite 1170, Pasadena, CA 91101 |
| Phone | 626-304-9888 |
| Fax | 626-467-4322 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$609.8M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$609.8Mregulatory AUM
Discretionary $595.9MNon-discretionary $13.9M