Wescap Group

RIASEC Registered
Total AUM
$1.1B
Discretionary
$901M
83% of AUM
Avg account
$876K
Accounts
1,242
Employees
13
Advisory reps
6

Firm details

Headquarters
Glendale, California
CRD number
104759
Registered since
May 20, 1988
Website
www.wescapgroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.2%
  • Individuals4.96%
  • Charitable Organizations1.1%
  • Pooled Investment Vehicles0.74%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wescap Group is an independent, corporate-structured registered investment adviser that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients and offers financial planning alongside portfolio management for individuals, small businesses, and pooled investment vehicles. Fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm is not positioned as a pure capital allocator and does not identify as an active ESG investor. Wescap Group also acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating it builds and manages private structures in addition to advising separately managed and pooled accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Private Funds 5%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Private Funds5%

Owners & executives

1 of 1
  • Eric Weinlein

    Eric Weinlein

    Founder and Chief Financial OfficerCRD 1062833

Contacts

3 of 5
  • Joel Edstrom

    Joel Edstrom

    Founder and PresidentCRD 4340229

  • Andrew Edstrom

    Andrew Edstrom

    Financial AdvisorCRD 4687198

  • Mark Gleason

    Mark Gleason

    Senior Financial AdvisorCRD 1172676

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 93

Active vs passive

$619M in ETFs

Passive

93%

$576M

Active

5%

$43.4M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$42.7M200,9206.90%
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Location

Primary office

Glendale, CA

Los Angeles

Location

Glendale, CA

Headquartered in Glendale, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
330 N Brand Blvd
Time zone
PT (UTC-8)
Office locations

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