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Wespac Advisors, LLC CRD 148242
$1.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wespac Plan Services, Inc. | Orinda | CA | 07/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
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