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| Happy Holidays!! thanks for using AUM13F!! |
| Wespac Advisors LLC
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| CRD # | 148242 |
| SEC # | 801-69552 |
| CIK # | 0001484540 |
| AUM | $1.1 B (2025-07-10) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 510-287-5255 |
| Address | 4 Orinda Way Orinda, CA 94563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AT&T Inc | 2.8 | ||
| Apple Inc | 2.5 | ||
| Amerisourcebergen Corp | 1.9 | ||
| Owl Rock Capital Corp | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| iShares Comex Gold Trust | 1.6 | ||
| 3M Co | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| MERK Gold Trust | 1.5 | ||
| Alcoa Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 45.3 |
| (b) Individuals (high net worth individuals) | 52 | 99.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 347 | 934.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 639 | 1,080.1 |
| By Discretionary | ||
| Discretionary | 639 | 1,080.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 639 | 1,080.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,079.3 | |
| Total | 639 | 1,080.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001484540] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hodges Capital Management Inc
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|
TX | 1.1 |
|
Parkway Wealth Management Group LLC
✚
|
TX | 1.1 |
|
Sgroi Wealth Advisory Group LLC
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|
NY | 1.1 |
|
Silicon Valley Capital Partners LP
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|
CA | 1.1 |
|
Wilkins Investment Counsel Inc
✚
|
MA | 1.1 |
|
Fusion Investment Advisors LLC
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|
TX | 1.1 |
|
Roble Belko and Company Inc
✚
|
PA | 1.1 |
|
Berkshire Money Management Inc
✚
|
MA | 1.1 |
|
Cadinha & Co LLC
✚
|
HI | 1.1 |
|
Waypoint Wealth Partners Inc
✚
|
CA | 1.1 |