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| Wespac Advisors Socal LLC
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|---|---|
| CRD # | 158413 |
| SEC # | 801-77286 |
| CIK # | 0001668188 |
| AUM | 609.8 M (2026-06-12) |
| Employees | 12 (67% Investors, 8% Brokers) |
| Phone | 626-304-9888 |
| Address | 225 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001668188 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 22.6 | ||
| Broadcom Inc | 22.1 | ||
| Apple Inc | 19.4 | ||
| Micron Technology Inc | 16.9 | ||
| Wal Mart Stores Inc | 16.7 | ||
| Microsoft Corp | 15.0 | ||
| Nvidia Corp | 14.5 | ||
| J P Morgan Chase & Co | 13.7 | ||
| Amazon Com Inc | 13.5 | ||
| Health Care REIT Inc /DE/ | 12.5 | ||
| Emcor Group Inc | 11.9 | ||
| Eaton Corp Ltd | 10.1 | ||
| General Dynamics Corp | 8.2 | ||
| Goldman Sachs Group Inc | 7.9 | ||
| Coca Cola Co | 7.2 | ||
| Constellation Energy Corp | 6.7 | ||
| Procter & Gamble Co | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 97.2 |
| (b) Individuals (high net worth individuals) | 150 | 498.8 |
| (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 | 13 | 13.8 |
| (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 | 940 | 609.8 |
| By Discretionary | ||
| Discretionary | 936 | 595.9 |
| Non-Discretionary | 4 | 13.9 |
| Total | 940 | 609.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 609.8 | |
| Total | 940 | 609.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001668188] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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