# WESPAC ADVISORS SOCAL, LLC

WESPAC ADVISORS SOCAL, LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158413
- Type: SEC-registered investment adviser
- SEC file number: 801-77286
- Location: 225 S. LAKE AVENUE, SUITE 1170, PASADENA, CA, 91101
- Phone: 626-304-9888
- Latest filing: 2026-06-12
- Regulatory AUM: $609.8M
- Discretionary AUM: $595.9M
- Non-discretionary AUM: $13.9M
- Clients: 12
- Accounts: 940

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Peter Pin Chen | MANAGING MEMBER | — |
| Wade Steven Perry | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CHEN PETER PIN | MANAGING MEMBER | — |
| PERRY WADE STEVEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| TRABA JOSEPH PETER | PORTFOLIO MANAGER; PORTFOLIO MANAGER/CIO | — |
| LORENZO COCO M | OWNER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158413/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158413/similar
- Related entities: https://search.stillhousedata.com/firm/158413/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158413

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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.