Firm profile

WESPAC ADVISORS, LLC

ORINDA, CACRD 148242Latest ADV April 1, 2026

WESPAC ADVISORS, LLC is a limited liability company based in ORINDA, CA.

Assets Under Management
$1.2B
Employees
10
Offices
2 offices
Total Clients
639
Primary office
ORINDA, CA
4 ORINDA WAY, SUITE 100-B, ORINDA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn C. Williams

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Hourly charges

Client Coverage Demographics

Top client segmentPension Plans represent 54.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
54.3%
347
2
Individuals
37.2%
238
3
HNWI
8.1%
52
4
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of April 1, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts642
10Y AUM Change+$1.1B (+690.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee64:1
10Y Employee Change-1 (-9.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.