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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-04-1988
- Office Locations
- 1
Office Locations
About Wescap Group
WESCAP Group is a Glendale, CA registered investment adviser serving both retail and institutional clients. The firm provides portfolio construction and ongoing asset management alongside financial planning (retirement, tax and estate planning, charitable giving, and insurance). Portfolios commonly use public funds, including mutual funds and ETFs. Custody includes Charles Schwab and Bank of America; Form CRS is posted on its website.
Reported data analysis
What the numbers show
Between August 14, 2025 and March 9, 2026, reported AUM increased 10.5%, from $985.0M to $1.1B.
Across 5 reported observations, AUM increased 19.1% between October 27, 2022 and March 9, 2026, from $913.5M to $1.1B.
Of the latest reported AUM, 82.8% is discretionary and 17.2% is non-discretionary.
The firm reports 13 advisory representatives and 331 clients, or 25.5 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wescap Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOEL STEPHEN EDSTROM
Advisor, President
- CRD
- #4340229
- Ownership
- 50% but less than 75%
ERIC ANTHONY WEINLEIN
Chief Financial Officer, Founder
- CRD
- #1062833
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANDREW MCLEAN EDSTROM
Financial Advisor
- CRD
- #4687198
Ara Gasparian
Associate Financial Advisor
- CRD
- #7657236
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $901,000,000 | $814,647 |
| Non-Discretionary | $187,000,000 | $1,375,000 |
| Total | $1,088,000,000 | $876,006 |
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Separately Managed Accounts
SMA allocation detail is available
Wescap Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wescap Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.