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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOEL STEPHEN EDSTROM
Advisor, President
- CRD
- #4340229
- Ownership
- 50% but less than 75%
ERIC ANTHONY WEINLEIN
Advisor, Chief Compliance Officer, Chief Financial Officer
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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