WESPAC ADVISORS, LLC
CRD #148242 SEC #801-69552 ORINDA, CA 510-287-5255
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
1
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Jul 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Jun 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Apr 2024 | $926.3M | $926.3M | $0 | 10 | 0 |
| Mar 2024 | $926.3M | $926.3M | $0 | 10 | 0 |
| Sep 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Sep 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Sep 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| May 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| May 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Apr 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Apr 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Mar 2023 | $800.1M | $800.1M | $0 | 10 | 0 |
| Oct 2022 | $923.7M | $923.7M | $0 | 10 | 0 |
| Jun 2022 | $923.7M | $923.7M | $0 | 10 | 0 |
| Mar 2022 | $923.7M | $922.5M | $1.2M | 10 | 0 |
| Aug 2021 | $842.2M | $842.2M | $0 | 10 | 0 |
| Mar 2021 | $842.2M | $842.2M | $0 | 10 | 0 |
| Feb 2021 | $1B | $1B | $0 | 10 | 0 |
| Jan 2021 | $1B | $1B | $0 | 10 | 0 |
| Jan 2021 | $1B | $1B | $0 | 10 | 0 |
| Jun 2020 | $1B | $1B | $0 | 10 | 0 |
| Mar 2020 | $1B | $1B | $0 | 10 | 0 |
| Jan 2020 | $908.3M | $908.3M | $0 | 10 | 0 |
| Nov 2019 | $908.3M | $908.3M | $0 | 10 | 0 |
| May 2019 | $908.3M | $908.3M | $0 | 10 | 0 |
| Mar 2019 | $908.3M | $908.3M | $0 | 10 | 0 |
| Jan 2019 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Sep 2018 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Aug 2018 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Aug 2018 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Aug 2018 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Mar 2018 | $687.6M | $207.1M | $480.5M | 10 | 26 |
| Sep 2017 | $652.2M | $652.2M | $0 | 11 | 700 |
| Sep 2017 | $152.5M | $152.5M | $0 | 11 | 700 |
| Sep 2017 | $152.5M | $152.5M | $0 | 11 | 700 |
| Aug 2017 | $152.5M | $152.5M | $0 | 11 | 700 |
| Jul 2017 | $152.5M | $152.5M | $0 | 11 | 700 |
| Mar 2017 | $152.5M | $152.5M | $0 | 11 | 700 |
| Feb 2017 | $157.7M | $157.7M | $0 | 13 | 700 |
| Oct 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Sep 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Sep 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Aug 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Aug 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| May 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Mar 2016 | $157.7M | $157.7M | $0 | 13 | 700 |
| Aug 2015 | $752.6M | $196.6M | $556M | 15 | 700 |
| Mar 2015 | $752.6M | $196.6M | $556M | 15 | 700 |
| Feb 2015 | $752.6M | $196.6M | $556M | 15 | 700 |
| Feb 2015 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Jun 2014 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Jun 2014 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Apr 2014 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Apr 2014 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Mar 2014 | $705.5M | $185.6M | $519.9M | 15 | 700 |
| Apr 2013 | $603.3M | $438.4M | $164.9M | 16 | 1,000 |
| Apr 2013 | $603.3M | $438.4M | $164.9M | 16 | 1,000 |
| Mar 2012 | $657.2M | $517.6M | $139.5M | 11 | 1,000 |
| Mar 2012 | $657.2M | $517.6M | $139.5M | 11 | 1,000 |
| Jun 2011 | $563.7M | $291.1M | $272.6M | -- | -- |
| Jun 2011 | $627.6M | $559.8M | $67.8M | -- | -- |
| May 2011 | $627.6M | $559.8M | $67.8M | -- | -- |
| May 2011 | $627.6M | $559.8M | $67.8M | -- | -- |
| Apr 2011 | $627.6M | $559.8M | $67.8M | -- | -- |
| Mar 2011 | $627.6M | $559.8M | $67.8M | -- | -- |
| Feb 2011 | $288.3M | $288.3M | $0 | -- | -- |
| Jul 2010 | $288.3M | $288.3M | $0 | -- | -- |
| Mar 2010 | $672M | $310.8M | $361.2M | -- | -- |
| Mar 2010 | $412.3M | $126.2M | $286.1M | 10 | -- |
| Apr 2009 | $412.3M | $126.2M | $286.1M | 10 | -- |
| Mar 2009 | $370.2M | $126.2M | $244M | 10 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$926.3M
Discretionary$926.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$926.3M
Discretionary$926.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$923.7M
Discretionary$923.7M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$923.7M
Discretionary$923.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$923.7M
Discretionary$922.5M
Non-Disc.$1.2M
Employees10
Clients0
DateAug 2021
Total AUM$842.2M
Discretionary$842.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$842.2M
Discretionary$842.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$908.3M
Discretionary$908.3M
Non-Disc.$0
Employees10
Clients0
DateNov 2019
Total AUM$908.3M
Discretionary$908.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$908.3M
Discretionary$908.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$908.3M
Discretionary$908.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateSep 2018
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateAug 2018
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateAug 2018
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateAug 2018
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateMar 2018
Total AUM$687.6M
Discretionary$207.1M
Non-Disc.$480.5M
Employees10
Clients26
DateSep 2017
Total AUM$652.2M
Discretionary$652.2M
Non-Disc.$0
Employees11
Clients700
DateSep 2017
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees11
Clients700
DateSep 2017
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees11
Clients700
DateAug 2017
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees11
Clients700
DateJul 2017
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees11
Clients700
DateMar 2017
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees11
Clients700
DateFeb 2017
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateOct 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateSep 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateSep 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateAug 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateAug 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateMay 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateMar 2016
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees13
Clients700
DateAug 2015
Total AUM$752.6M
Discretionary$196.6M
Non-Disc.$556M
Employees15
Clients700
DateMar 2015
Total AUM$752.6M
Discretionary$196.6M
Non-Disc.$556M
Employees15
Clients700
DateFeb 2015
Total AUM$752.6M
Discretionary$196.6M
Non-Disc.$556M
Employees15
Clients700
DateFeb 2015
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateJun 2014
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateJun 2014
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateApr 2014
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateApr 2014
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateMar 2014
Total AUM$705.5M
Discretionary$185.6M
Non-Disc.$519.9M
Employees15
Clients700
DateApr 2013
Total AUM$603.3M
Discretionary$438.4M
Non-Disc.$164.9M
Employees16
Clients1,000
DateApr 2013
Total AUM$603.3M
Discretionary$438.4M
Non-Disc.$164.9M
Employees16
Clients1,000
DateMar 2012
Total AUM$657.2M
Discretionary$517.6M
Non-Disc.$139.5M
Employees11
Clients1,000
DateMar 2012
Total AUM$657.2M
Discretionary$517.6M
Non-Disc.$139.5M
Employees11
Clients1,000
DateJun 2011
Total AUM$563.7M
Discretionary$291.1M
Non-Disc.$272.6M
Employees--
Clients--
DateJun 2011
Total AUM$627.6M
Discretionary$559.8M
Non-Disc.$67.8M
Employees--
Clients--
DateMay 2011
Total AUM$627.6M
Discretionary$559.8M
Non-Disc.$67.8M
Employees--
Clients--
DateMay 2011
Total AUM$627.6M
Discretionary$559.8M
Non-Disc.$67.8M
Employees--
Clients--
DateApr 2011
Total AUM$627.6M
Discretionary$559.8M
Non-Disc.$67.8M
Employees--
Clients--
DateMar 2011
Total AUM$627.6M
Discretionary$559.8M
Non-Disc.$67.8M
Employees--
Clients--
DateFeb 2011
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$672M
Discretionary$310.8M
Non-Disc.$361.2M
Employees--
Clients--
DateMar 2010
Total AUM$412.3M
Discretionary$126.2M
Non-Disc.$286.1M
Employees10
Clients--
DateApr 2009
Total AUM$412.3M
Discretionary$126.2M
Non-Disc.$286.1M
Employees10
Clients--
DateMar 2009
Total AUM$370.2M
Discretionary$126.2M
Non-Disc.$244M
Employees10
Clients--