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WILSHIRE
WILSHIRE ADVISORS LLC
CRD 6210 · SEC 801-36233
1299 OCEAN AVENUE SUITE 600, SANTA MONICA, CA, 90401-1085, United States
Phone
310-451-3051
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.10B
Discretionary AUM
$148.24B
Team
307 total employees; 86 advisory reps; 109978 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; FEE BASED ON NUMBER OF PLAN PARTICIPANTS
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $1.84B |
| Pooled investment vehicles | 101 | $41.58B |
| Pension/profit sharing plans | 94431 | $8.51B |
| Charitable organizations | 19 | $498.6M |
| State/municipal entities | 29 | $1.51B |
| Other investment advisers | 662119 | $92.38B |
| Sovereign wealth funds | 5 | $49.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD