This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2008
- Office Locations
- 4
Office Locations
About Wespac Advisors, LLC
WESPAC Advisors, LLC is an SEC-registered RIA and retirement plan services firm founded in 1977. Via WESPAC Plan Services it delivers third-party plan administration/recordkeeping plus fiduciary, advisory and benchmarking support for defined contribution and defined benefit plans, focused on small to mid-sized employers. The team also manages proprietary or custom portfolios and provides financial planning, benefits and insurance consulting, with RetirementVista access through Charles Schwab and backing from Focus Financial Partners.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RENEE TAILING SZU
President
- CRD
- --
- Ownership
- Less than 5%
JOHN COLE WILLIAMS III
Chief Compliance Officer, Investment Advisor
- CRD
- #2972146
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
TIMOTHY K CHAN
--
- CRD
- #2486405
GREGORY JOSEPH CHRISTIAN
Chief Investment Officer
- CRD
- #1749795
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,205,882,013 | $1,878,321 |
| Non-Discretionary | $0 | -- |
| Total | $1,205,882,013 | $1,878,321 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing