WESPAC ADVISORS
CRD #109915 SEC #801-50645 OAKLAND, CA 510-287-5255
SEC Registered
Total AUM
$262.7M
Discretionary
$70.7M
Employees
10
Clients
26
Accounts
453
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHIA, NELSON, PETER | I | CO-PRESIDENT | NA | Control |
| CHIA, NELSON, PETER | I | CO-PRESIDENT | NA | Control |
| CHIA, NELSON, PETER | I | CO-PRESIDENT | NA | Control |
| CHIA, NELSON, PETER | I | CO-PRESIDENT | NA | Control |
| DRURY, JAMES, MICHAEL | I | CEO | NA | Control |
| DRURY, JAMES, MICHAEL | I | CEO | NA | Control |
| DRURY, JAMES, MICHAEL | I | CEO | NA | Control |
| DRURY, JAMES, MICHAEL | I | CEO | NA | Control |
| ROLLIN, GRANT | I | CFO | NA | Control |
| ROLLIN, GRANT | I | CFO | NA | Control |
| ROLLIN, GRANT | I | CFO | NA | Control |
| ROLLIN, GRANT | I | CFO | NA | Control |
| TANSKI, RENEE, SZU TAILING | I | CO-PRESIDENT | NA | Control |
| TANSKI, RENEE, SZU TAILING | I | CO-PRESIDENT | NA | Control |
| TANSKI, RENEE, SZU TAILING | I | CO-PRESIDENT | NA | Control |
| TANSKI, RENEE, SZU TAILING | I | CO-PRESIDENT | NA | Control |
| WEIDA, KEN | I | SECRETARY | NA | |
| WEIDA, KEN | I | SECRETARY | NA | |
| WEIDA, KEN | I | SECRETARY | NA | |
| WEIDA, KEN | I | SECRETARY | NA | |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | VICE-PRESIDENT | NA | Control |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, COLE | I | VICE-PRESIDENT | NA | Control |
| WILLIAMS, JOHN, COLE | I | VICE-PRESIDENT | NA | Control |
| ZEILINGER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ZEILINGER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ZEILINGER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ZEILINGER, SCOTT | I | VICE PRESIDENT | NA | Control |
| BENEFITSTREET, INC. | DE | OWNER | E | Control |
| BENEFITSTREET, INC. | DE | OWNER | E | Control |
| BENEFITSTREET, INC. | DE | OWNER | E | Control |
| BENEFITSTREET, INC. | DE | OWNER | E | Control |
| CHIA, NELSON, PETER | I | EXECUTIVE VICE-PRESIDENT | D | Control |
| CHIA, NELSON, PETER | I | EXECUTIVE VICE-PRESIDENT | D | Control |
| CHIA, NELSON, PETER | I | EXECUTIVE VICE-PRESIDENT | D | Control |
| CHIA, NELSON, PETER | I | EXECUTIVE VICE-PRESIDENT | D | Control |
| CHIA, NELSON, PETER | I | EXECUTIVE VICE-PRESIDENT | D | Control |
| TANSKI, RENEE, SZU TAILING | I | PRESIDENT | D | Control |
| TANSKI, RENEE, SZU TAILING | I | PRESIDENT | D | Control |
| TANSKI, RENEE, SZU TAILING | I | PRESIDENT | D | Control |
| TANSKI, RENEE, SZU TAILING | I | PRESIDENT | D | Control |
| TANSKI, RENEE, SZU TAILING | I | PRESIDENT | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DRURY, JAMES, MICHAEL | I | BENEFITSTREET, INC. | C | Control |
| DRURY, JAMES, MICHAEL | I | BENEFITSTREET, INC. | C | Control |
| DRURY, JAMES, MICHAEL | I | BENEFITSTREET, INC. | C | Control |
| DRURY, JAMES, MICHAEL | I | BENEFITSTREET, INC. | C | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (3)
CA NV WA
Address
2001 BROADWAY2ND FLOOR
OAKLAND, CA 94612
USA
Phone: 510-287-5255