# WESCOM FINANCIAL SERVICES, LLC

WESCOM FINANCIAL SERVICES, LLC of ANAHEIM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 125650
- Type: SEC-registered investment adviser
- SEC file number: 801-113359
- Location: 5601 E. LA PALMA AVE, ANAHEIM, CA, 92807
- Phone: 888-879-0558 EXT. 5104
- Latest filing: 2022-07-27
- Regulatory AUM: $226.1M
- Non-discretionary AUM: $226.1M
- Clients: 31
- Accounts: 1,138

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Allen Matthew James | CHAIRMAN; PRESIDENT | Nashville, TN |
| PIPES KEITH BRIAN | DIRECTOR | — |
| WILLIAMS DARREN | DIRECTOR | — |
| KNOX CONNIE MONICA | PRESIDENT | — |
| LAW CINDY | FINOP | — |
| BULLOCK ELIZABETH WHITNEY | CCO | — |
| BOYLE STEPHEN ARTHUR | CCO | — |
| NASH DIANA LYNN REEVES | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125650/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125650/similar
- Related entities: https://search.stillhousedata.com/firm/125650/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125650

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.