Wespac Advisors, LLC

Investment Advisor
in Phoenix, AZ

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About this Advisor

Steve Miller is a financial advisor based in Phoenix, Arizona with a total of 13 years of industry experience. Miller is an advisor for Wespac Advisors, LLC. Over the course of their career, they have held roles at Financial Telesis, Mastock & Associates, Lpl Financial LLC, Global Retirement Partners and Wespac Advisors. Miller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Wespac Advisors, LLC is a company based in Orinda, CA. The company has a total of 10 employees. It administers $800 million in assets under management among its 629 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 629 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Wespac Advisors, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules vary depending on which services the firm provides the client. However, fees charged by Wespac Advisors, LLC most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2400 E Arizona Biltmore Cir #1100
Phoenix, AZ 85016

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Wespac Advisors, LLC Brokerage Details

Total Assets Under Management


AZ Average: $7,578,581,321
Total Number of Employees


AZ Average: 43
Total Number of Accounts


AZ Average: 3,727
Average Account Size


AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Steve Miller Work History

Steve has been registered as a financial advisor for 13 years.*

2005 - Present (19 years)

Wespac Advisors

2003 - Present (21 years)

Mastock & Associates

2014 - 2014 (< 1 year)

Lpl Financial LLC

2014 - 2020 (6 years)

Global Retirement Partners

2005 - 2014 (9 years)

Financial Telesis

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Steve Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wespac Advisors, LLC

Shevick Vanderwey
Oakland, CA
Thomas Lambert
Orinda, CA
Timothy Chan
Orinda, CA
William Kim
Orinda, CA
Gregory Christian
Orinda, CA
Steve Miller
Phoenix, AZ
Robert Perussina
Orinda, CA
John Williams
Orinda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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