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WESPAC ADVISORS, LLC

ORINDA, CA · CRD 148242 · IAPD ↗ · wespacadvisorsllc.net · 510-287-5255

$1.21BRegulatory AUM
8Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — WESPAC ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — WESPAC ADVISORS, LLC crossed $1B in regulatory AUM ($926.3M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.