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CRD#: 171245
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WILSHIRE PACIFIC CAPITAL ADVISORS, LLC is located at 8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211 and was first established at Los Angeles, California in 12/31/2013. After operating for 12 years, WILSHIRE PACIFIC CAPITAL ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WILSHIRE PACIFIC CAPITAL ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. WILSHIRE PACIFIC CAPITAL ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WILSHIRE PACIFIC CAPITAL ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WILSHIRE PACIFIC CAPITAL ADVISORS, LLC Comes From

Understanding the Statistics for WILSHIRE PACIFIC CAPITAL ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211
Mailing Address
8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211
Firm Size
Small
Phone Number
(310) 526-3323
Established
California since 12/31/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WEISSMAN, ERIC JOSEPHPRESIDENT, CCO AND AMLCO4720438
MORGAN, WILLIAM ARTHURFINOP852925

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Advisor's working at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC

JD

Jourdain Blaise Dewerd

Jourdain B Dewerd, Jourdi Dewerd
RR
CRD#: 1806644
Location:
Beverly Hills, CA 90211
Company:
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
Disclosures:
Experience:
35 years
View Profile
EW

Eric Joseph Weissman

RR
CRD#: 4720438
Location:
Beverly Hills, CA 90211
Company:
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
Disclosures:
Experience:
22 years
View Profile
YV

Yaakov G Vanek

Yakov G Vanek
RR
CRD#: 4968544
Location:
Beverly Hills, CA 90211
Company:
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
Disclosures:
Experience:
20 years
View Profile
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