Wespac Advisors LLC

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Assets, Funds, Holdings

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Wespac Advisors LLC
CRD #148242
SEC #801-69552
CIK #0001484540
AUM $926.3 MM (2024-03-29)
Employees 10 (80% Investors, 0% Brokers)
Phone510-287-5255
Address4 Orinda Way
Orinda, CA 94563
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
110088066044022002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 7.1
AAPL 2,382,844.0 3.6
QCOM 147,392.0 2.7
LLY 301,789.7 2.2
GOOGL 1,475,138.5 2.1
COST 207,576.9 1.7
NVDA 399,550.0 1.6
OBDC 1.6
AMAT 82,662.4 1.5
MCK 46,168.4 1.5
View All
Holdings by Sector ($MM)
180144108723602013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 262 61.5
(b) Individuals (high net worth individuals) 28 50.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 340 813.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 1.5
(n) Other 0 0.0
Total 632 926.3
By Discretionary
Discretionary 632 926.3
Non-Discretionary 0 0.0
Total 632 926.3
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 925.6
Total 632 926.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001484540]
Comparable Firms State AUM ($BB)
Arbor Capital Management Corp
NY 0.9
Spirepoint Private Client LLC
FL 0.9
KEB Asset Management LLC
IL 0.9
LRI Investments LLC
FL 0.9
Strategic Wealth Group Registered Investment Advisor LLC
MN 0.9
Elk River Wealth Management LLC
CO 0.9
Biondo Investment Advisors LLC
PA 0.9
Westminster Financial Advisory Corp
OH 0.9
Trustmont Advisory Group Inc
PA 0.9
Scott Capital Advisors LLC
OR 0.9
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