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WILSHIRE

SANTA MONICA, CA · CRD 6210 · IAPD ↗ · 310-451-3051

$149.10BRegulatory AUM
86Advisory reps
307Employees
109978Clients
0Planning clients
95Private funds
53States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WILSHIRE shrank from 96 to 86 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — WILSHIRE reported RAUM up 50% ($99.10B -> $149.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — WILSHIRE's Item 11 disclosure-reporting entries rose by 2 (3 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — WILSHIRE notice-filed in AK, MS, SD, VI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — WILSHIRE ADVISORS LLC is now doing business as WILSHIRE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — WILSHIRE now reports custody of client assets ($71.14B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
82
April 2024 — WILSHIRE grew from 81 to 93 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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