Wespac Advisors, LLC

Investment Advisor
in Oakland, CA

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About this Advisor

Shevick Vanderwey is a financial advisor who works in Oakland, California with a total of 10 years of relevant experience. Vanderwey is an employee of Wespac Advisors, LLC. They have worked at Wespac Advisors, Llc for their entire career. Vanderwey holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in California. Wespac Advisors, LLC is an advisory business that has its headquarters in Orinda, CA. The firm has a total of 10 financial advisors. It handles $800 million in total assets between its 629 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 629 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. Wespac Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on the type of financial services provided. Fee types charged by Wespac Advisors, LLC most likely are comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

10 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

2001 Broadway, 2Nd Floor
Oakland, CA 94612

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Wespac Advisors, LLC Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

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

Shevick Vanderwey Work History

Shevick has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Wespac Advisors, LLC

*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 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

Shevick Vanderwey
Oakland, CA
Timothy Chan
Orinda, CA
Thomas Lambert
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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