Wespac Advisors, LLC

Investment Advisor
in Orinda, CA

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About this Advisor

Timothy Chan is a financial advisor based in Orinda, California with a total of 14 years of industry experience. Chan is an employee of Wespac Advisors, LLC. They have spent their whole employment at Wespac Advisors, Llc. Chan has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California. Wespac Advisors, LLC is a company that has its headquarters in Orinda, CA. It has a total of 10 employees. It oversees $800 million in assets under management across its 629 client accounts, placing it among the larger firms in the United States by assets under management. Of its 629 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Wespac Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on the type of services offered. However, fees charged by Wespac Advisors, LLC most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

14 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

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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

Timothy Chan Work History

Timothy has been registered as a financial advisor for 14 years.*

2006 - Present (18 years)


*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 Timothy Chan 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 profile-compliance@smartasset.com.

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