Firm profile

WILSHIRE

SANTA MONICA, CACRD 6210Latest ADV April 30, 2026

Wilshire is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated April 30, 2026, reports $149.1B in regulatory assets under management, 307 employees, 5 offices, and 650,319 accounts.

Assets Under Management
$149.1B
Employees
307
Offices
5 offices
Total Clients
760,289
Primary office
SANTA MONICA, CA
1299 OCEAN AVENUE SUITE 600, SANTA MONICA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEOJason A. Schwarz
CCOSteven M. O'connor
CFOChristina M. Walsh

Advisory services offered

8 types reported
Educational seminars/workshops
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 87.1% of total clients.
Top client categories% of clientsClients
1
Other Advisers
87.1%
662,119
2
Pension Plans
12.4%
94,431
3
Irrevocable Trusts/Estates
0.5%
3,581
Additional categories (<0.1%)
Pooled Investment Vehicles101 clients
Government29 clients
Charitable19 clients
Sovereign Wealth5 clients
Investment Cos.<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$149.1Bas of April 30, 2026
Discretionary99.4%
$148.2B
99% of total RAUM99.4%
Non-discretionary0.6%
$859M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Latest AUM$149.1B
Total Accounts650,319
10Y AUM Change+$135.3B (+982.2%)

Employee Growth by Quarter

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

Total Employees307
Clients per Employee2477:1
10Y Employee Change+19 (+6.6%)

* 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.