Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Pasadena, CA, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$220,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
700
Avg Client Age
60
Overview

WESPAC Advisors SoCal LLC is a fee based hybrid RIA firm. Since our team began working together in 2000, we have committed ourselves to offering personalized care alongside professional accountability. We currently manage $227 million in assets under management and are looking to grow by merging or becoming the successor in a succession plan to a similarly minded advisor. Our seasoned team of research, trading, operations and advisory professionals operate in house, and our Broker-Dealer services are through The Leaders Group. We offer multiple wealth management services, including estate and financial planning, investment management, insurance services and retirement plan consulting for our individual and corporate clients. At WESPAC, we hold our values and commitment to our clients above all else. We are proud of the relationships we form, and believe that our success comes from doing the best by our clients.

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