William
Kim

Wespac Advisors, LLC

CRD#3122158
Investment Advisor
in Orinda, CA

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About this Advisor

William Kim is a financial advisor based out of Orinda, California with 14 years of industry experience. Kim is currently employed by Wespac Advisors, LLC. They have spent all of their career at Wespac Advisors, Llc. Kim maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Wespac Advisors, LLC is a registered investment firm operating out of Orinda, CA. It has a total of 10 people on staff. It controls $800 million in total assets between its 629 client accounts, placing it among the larger firms in the country by assets under management. Of its 629 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules depend on which services are provided. Fees charged by Wespac Advisors, LLC most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, 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

$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

William Kim Work History

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

2004 - Present (20 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 William Kim 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
Gregory Christian
Orinda, CA
William Kim
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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