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 an independent, privately owned advisory firm that has been SEC-registered since 1988. The firm serves both individual and institutional clients and provides financial planning along with portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. Wescap does not characterize itself as an active ESG investor and is not organized as a multi-state or newly formed adviser. The firm also acts in sponsor and general partner roles and serves as a managing member of pooled investment vehicles.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Private Funds5%
Owners & executives
1 of 1
Eric Weinlein
Founder and Chief Financial OfficerCRD 1062833
Contacts
3 of 5
Mark 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 93Active vs passive
$619M in ETFs
93%
$576M
5%
$43.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $42.7M | 200,920 | 6.90% |
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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