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| Happy Holidays!! thanks for using AUM13F!! |
| Wespac Advisors Socal LLC
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| CRD # | 158413 |
| SEC # | 801-77286 |
| CIK # | 0001668188 |
| AUM | $516.3 M (2025-03-27) |
| Employees | 12 (42% Investors, 8% Brokers) |
| Phone | 626-304-9888 |
| Address | 201 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.6 | ||
| Broadcom Inc | 16.9 | ||
| Wal Mart Stores Inc | 15.1 | ||
| Apple Inc | 14.4 | ||
| Metropcs Communications Inc | 13.6 | ||
| Alphabet Inc | 13.5 | ||
| Amazon Com Inc | 11.6 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Nvidia Corp | 10.8 | ||
| Health Care REIT Inc /DE/ | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 93.1 |
| (b) Individuals (high net worth individuals) | 125 | 394.4 |
| (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 | 10 | 28.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 516.3 |
| By Discretionary | ||
| Discretionary | 853 | 516.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 853 | 516.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 516.3 | |
| Total | 853 | 516.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001668188] |
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IN | 0.5 |
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CT | 0.5 |
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WA | 0.5 |