Wescal Wealth LLC
RIAState Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$3.5M
Accounts
2
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335449
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.57%
- Individuals1.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wescal Wealth LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. Its fees combine a percentage of assets under management and hourly charges. Wescal Wealth notes an affiliation with an insurance company, and it does not present as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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