Wespac Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 148242
- SEC number
- 801-69552
- Firm type
- RIA
- Assets under management
- $1.2B as of Apr 1, 2026
- Website
- www.wespacadvisorsllc.net ↗
- Phone
- 510-287-5255
- Address
- 4 Orinda Way, Orinda, CA, 94563
Advisors at this firm
8 in our index · page 1 of 1
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Timothy K ChanCRD 2486405 · Orinda, CAIA Registered
-
Gregory Joseph ChristianCRD 1749795 · Reno, NVIA RegisteredDisclosure event(s) on record
-
William KimCRD 3122158 · Orinda, CAIA Registered
-
Thomas Christopher LambertCRD 1050882 · Orinda, CAIA Registered
-
Steve Haydon MillerCRD 1081919 · Incline Village, NVIA Registered
-
Robert Daniel PerussinaCRD 861216 · Orinda, CAIA RegisteredDisclosure event(s) on record
-
Shevick Avalon VanderweyCRD 6254720 · Oakland, CAIA Registered
-
John Cole WilliamsCRD 2972146 · Orinda, CAIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 148242 ↗
FINRA BrokerCheck record for firm CRD 148242 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.