WESCAP GROUP
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
FINTRXOverview
Wescap Group is a corporation that has operated as an SEC-registered investment adviser since 1988. The firm is organized as an independent RIA and identifies an individual owner. It serves both individual and family clients as well as institutional accounts. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles; the firm also sponsors and serves as GP/managing member for pooled vehicles it oversees. Compensation blends percentage-of-AUM fees with hourly and fixed-fee arrangements. Wescap Group is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Private Funds5%
Owners & executives
1 of 1ERIC WEINLEIN
Founder and Chief Financial OfficerCRD 1062833
Contacts
3 of 5MARK GLEASON
Senior Financial AdvisorCRD 1172676
JOEL EDSTROM
Founder and PresidentCRD 4340229
Ara Gasparian
Investment Adviser RepresentativeCRD 7657236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$582M in ETFs
93%
$541M
5%
$41.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $38.9M | 202,942 | 6.69% |
Location
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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