| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member | Over 75% | 2008 |
| John Cole Williams | Chief Compliance Officer | Under 5% | 2011 |
| Renee Tailing Szu Control | President | Under 5% | 2008 |
Wespac Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Wespac Advisors, LLC reports 10 employees.
Wespac Advisors, LLC is based in Orinda, CA and has been SEC-registered since 2008.
Wespac Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 Orinda Way, Suite 100-B, Orinda, CA 94563 |
| Phone | 510-287-5255 |
| Fax | 510-287-5282 |
| Office hours | 8:30 a.m.- 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1484540 |
| Discloses disciplinary history | No |
| Discretionary | $1.08B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.08B |