Robert
Perussina

Wespac Advisors, LLC

CRD#861216
Investment Advisor
in Orinda, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Perussina is a financial advisor who works out of Orinda, California with 12 years of relevant experience. Perussina works at Wespac Advisors, LLC. They have spent their entire career at Wespac Advisors, Llc. Perussina holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Wespac Advisors, LLC is a registered investment company that has its headquarters in Orinda, CA. It has a total of 10 advisors. It administers $800 million in total assets across its 629 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 629 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Wespac Advisors, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which service is provided. Fees billed by Wespac Advisors, LLC most likely are comprised of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

4 Orinda Way, Suite 100-B
Orinda, CA 94563

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wespac Advisors, LLC Brokerage Details

Total Assets Under Management

$800,064,104

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

10

CA Average: 43
Total Number of Accounts

629

CA Average: 3,727
Average Account Size

$1,271,962

CA Average: $2,033,427

Investment Advisory Services

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

Robert Perussina Work History

Robert has been registered as a financial advisor for 12 years.*

2002 - Present (22 years)

Wespac

*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.

Disclosures

Please visit the SEC profile of Robert Perussina 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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started