Shevick
Vanderwey
Wespac Advisors, LLC
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About this Advisor
Shevick Vanderwey is a financial advisor based in Oakland, California, working with Wespac Advisors, LLC. Shevick has previously held a position at Wespac Advisors, LLC. Shevick has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Shevick is part of Wespac Advisors, LLC, which operates out of Oakland, California. The firm has 1 office and 10 employees. The firm manages assets totaling $926.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wespac Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wespac Advisors, LLC Brokerage Details
$926,337,523
10
632
$1,465,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Shevick Vanderwey Work History
Wespac Advisors, LLC
Disclosures
Please visit the SEC profile of Shevick Vanderwey 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
Oakland, CA
Orinda, CA
Orinda, CA
Orinda, CA
Orinda, CA
Phoenix, AZ
Orinda, CA
Orinda, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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