# Wespac Advisors, LLC

> Wespac Advisors, LLC is an SEC-registered investment advisory firm in Orinda, CA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 148242
- Filed as: WESPAC ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orinda, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148242
- AdvisorCensus page: https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242

## Quick answers

**How is Wespac Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wespac Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wespac Advisors, LLC located?**
Wespac Advisors, LLC's principal office is in Orinda, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wespac Advisors, LLC registered with the SEC or a state?**
Wespac Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148242.

**How much does Wespac Advisors, LLC manage?**
Wespac Advisors, LLC reports $1,205,882,013 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Wespac Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wespac Advisors, LLC: Regulatory assets under management: $842,241,079 in the October 2021 data and $1,205,882,013 in the October 2026 data, up 43%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wespac Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (347); individuals (other than high net worth individuals) (238); high net worth individuals (52).

**Which custodians does Wespac Advisors, LLC use?**
Wespac Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wespac Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148242

**What changed in Wespac Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $1,080,141,470 to $1,205,882,013 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,205,882,013
- Discretionary: $1,205,882,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 238 | $45,263,936 |
| High net worth individuals | 52 | $99,326,514 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 347 | $1,059,861,060 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $1,430,503 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, ID, LA, NJ, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Reno, NV

### Websites listed on Form ADV (Item 1.I)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- [wespac.net](https://wespac.net)
- [wespacadvisorsllc.net](https://wespacadvisorsllc.net)
- LinkedIn @2064318
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $842,241,079 | 10 | August 5, 2021 |
| October 2022 | $923,695,601 | 10 | June 30, 2022 |
| October 2023 | $800,064,104 | 10 | September 29, 2023 |
| October 2024 | $926,337,523 | 10 | April 2, 2024 |
| October 2025 | $1,080,141,470 | 10 | July 10, 2025 |
| October 2026 | $1,205,882,013 | 10 | April 1, 2026 |

Regulatory assets under management: $842,241,079 in the October 2021 data and $1,205,882,013 in the October 2026 data, up 43%.
Total employees: 10 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $1,080,141,470 to $1,205,882,013 (+12%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wespac Advisors, LLC (CRD 148242): Form ADV filing data as of October 2026.