Wespac Advisors LLC
Legal Name: WESPAC ADVISORS, LLC
Full Contact Details
Wespac Advisors LLC
519 17TH STREET, 5TH FLOOR, OAKLAND, CA
510-287-5255
510-287-5282
Other Info
Wespac Advisors LLC is legally known as WESPAC ADVISORS, LLC. It is a DE Limited Liability Company. This firm has 10 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 24, 2008.
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Skip to main content Home Market Outlook Our Approach Investment Solutions Contact Responsive Theme: Slideshow For more than 15 years we have helped our clients Invest successfully and safely in challenging markets Today’s Markets Require a Different Approach If your investment manager tells yo…
Direct Owners
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
-
JOHN COLE WILLIAMS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
RENEE TAILING SZU
PRESIDENT owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
- FIRST TR EXCHANGE-TRADED FD $4,987k
- SELECT SECTOR SPDR TR SBI CONS STPLS $4,007k
- Global X MLP ETF $3,469k
- ISHARES TR $3,338k
- Chevron Corp $3,091k
- ISHARES TR EXPANDED TECH $3,046k
- Berkshire Hathaway, Inc. $2,969k
- BROWN FORMAN CORP $2,966k
- FIRST TR EXCHANGE TRADED FD $2,964k
- AIR PRODS & CHEMS INC $2,938k