Wespac Advisors Socal, LLC
WESPAC Advisors SoCal, LLC is an independent registered investment adviser headquartered in Pasadena, California. Serving primarily high-net-worth individuals, families, and charitable organizations, the firm provides personalized wealth management, financial planning, and investment advisory services. Founded in California, WESPAC Advisors SoCal has approximately 11 employees and manages over $427 million in assets. The firm is known for delivering tailored financial solutions and expert guidance to help clients achieve their long-term financial goals.
Investment Strategy
WESPAC Advisors SoCal, LLC specializes in individualized investment management with a focus on long-term capital appreciation and risk-appropriate growth. The firm constructs diversified portfolios that reflect each client's goals, risk tolerance, and time horizon. Portfolio allocations typically include equities, fixed income, and alternative assets. WESPAC emphasizes regular review and rebalancing, fundamental research, and an active approach to portfolio management, serving high-net-worth investors with customized solutions for wealth accumulation and wealth preservation.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMH | VANECK ETF TRUST | 4.52% | $22.3M | 68,253 | $190.14 | $326.36 | +$3.9M |
A AVGO | BROADCOM INC | 4.24% | $20.9M | 63,264 | $37.02 | $329.91 | +$3.9M |
M MSFT | MICROSOFT CORP | 3.89% | $19.1M | 36,972 | $100.81 | $517.95 | +$523.8K |
G GOOGL | ALPHABET INC | 3.67% | $18.1M | 74,302 | $55.88 | $243.10 | +$4.6M |
A AAPL | APPLE INC | 3.54% | $17.4M | 68,424 | $48.26 | $254.63 | +$3.0M |