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Timothy K Chan

Wespac Advisors, LLC

Orinda, CA

CRD 2486405

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Employer firm

Wespac Advisors, LLC CRD 148242

$1.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Wespac Advisors, Llc

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wespac Orinda CA 06/2006 Present
  • 06/2006 → Present
    Wespac
    Orinda, CA
Previous Registrations
  • 2007-06-29 → 2008-10-21
    Wespac Advisors, Llc
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-27
  • S65 Uniform Investment Adviser Law Examination
    2007-06-27

View on SEC IAPD

Nearby Firms

MCDONALD CAPITAL INVESTORS INC
PENSERRA CAPITAL MANAGEMENT LLC
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC

Nearby Investors

WILLIAM KIM
GREGORY JOSEPH CHRISTIAN
JOHN COLE WILLIAMS

Nearby Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
PENSERRA CAPITAL MANAGEMENT LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA

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