SourcingSourcing

WILSHIRE ADVISORS LLC

C26
CRD 6210·SEC 801-36233·SANTA MONICA, CA
AUM
$149.10B
$1B+
Est. Revenue
$1.49B
@ 1% on AUM
Est. EBITDA
$447.3M
@ 30% margin
Est. Deal Value
$3.58B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILSHIRE ADVISORS LLC
CRD
6210
SEC file #
801-36233
EIN
000000000
DBA names
Wilshire

Economics

AUM
$149.10B
AUM band
$1B+
AUM trajectory
'20'26
$60.78B → $149.10B▲ +145%
Client mix
Other Investment Advisers662,119
Pension Profit Sharing Plans94,431
Other3,581
Pooled Investment Vehicles101
State Or Municipal Govt29

Operations

Employees (total)
307
Advisory staff (per ADV)
86
Advisory staff (5-yr trend)
'20'26
94 advisors → 86 advisors▼ -9%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/wilshireadvisors(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONICA HOLDCO (US) INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MONICA HOLDCO (US) INC.
EMANUEL, JOSHUA, MOSES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wilshire.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1,165
Form 5500 Total Participants
675
Form 5500 Total Compensation
951,839
Form 5500 Compensation Trajectory 3y
2025949,778
20262,061
20240
Form 5500 Plan Count Trajectory 3y
20251,088
202675
20242
Schedule C Total Compensation
951,839
Schedule C Service Provider Rows
1,165

SEC EDGAR

Edgar Cik
0001888947
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2021-11-01
Edgar Last Filing Date
2026-02-12
Edgar Form D Count
1
Edgar Form D Offerings
2021-11-012021-11-01 · 0001888947-21-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4317
Soi Zip Pct 200k Plus
0.1982
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,242,917
Fdic Zip Total Deposits
93,462,159,000
Fdic Zip Branch Count
490
Fdic Zip Top Banks
First Federal Bank of California, a Federal Savings Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
U.s. Bank212
State Street76
Jpmorgan75
Bny Mellon68
Goldman Sachs66
Edgar Addresses
Mailing
1299 OCEAN AVENUE, SUITE 700SANTA MONICA, CA 90401-1085
Business
1299 OCEAN AVENUE, SUITE 700SANTA MONICA, CA 90401-1085
Edgar EIN
000000000
Edgar Recent Filings
40-APP/A2026-02-12 · 0001104659-26-014329
40-APP2025-09-03 · 0001104659-25-087079
Fdic Zip Branches Raw
Santa Monica BankSanta Monica, CA
First Interstate Bank of CaliforniaSanta Monica, CA
Fdic Zip HHI
945.25
Fdic Zip Top Bank Share Pct
20.18
Fdic Zip Year
2025
Fee Schedule
Bracket Ix98
Bracket Xi2
Bracket I0
Bracket Ii0
Bracket Iii0
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI10,518
Returns950
Stub 2
AGI23,232
Returns630
Stub 3
AGI34,420
Returns550
Soi Zip Total Business Income
27,215
Soi Zip Total Cap Gains
88,120
Soi Zip Total Dividends
33,383
Soi Zip Total Returns
4,540
Trust Company Affiliate
Yes

People (8)

8
EMANUEL, JOSHUA, MOSES
Executive Officer · 2.5%
5815995
Hubschman, Jason
Executive Officer · 2.5%
2632600
O'CONNOR, STEVEN, MICHAEL
Executive Officer · 2.5%
5885413
SCHWARZ, JASON, ALEXANDER
Executive Officer · 2.5%
5067865
SIMPSON, ERIN, ROYE
Executive Officer · 2.5%
7530853
VALVA, JOHANNA, ELIZABETH
Executive Officer · 2.5%
8086404
WALSH, CHRISTINA, MARIE
Executive Officer · 2.5%
5183795
SUEHYUN KIM
IAR
3126805