A complete list of active advisors currently associated with WesCal Wealth LLC
Warmer can help you find a great advisor at WesCal Wealth LLC or one who fits your needs even better.
WesCal Wealth LLC provides ongoing discretionary portfolio management and one-time financial planning to a very small roster of individual clients, managing about $7 million in discretionary assets across three accounts. The firm documents client goals and risk tolerance in individualized Investment Policy Statements and may also direct clients to third-party advisers as part of its service offering. WesCal’s investment approach emphasizes ETF-centric portfolios constructed using modern portfolio theory, fundamental and cyclical analysis, and a long‑term trading orientation, with regular portfolio monitoring and quarterly reviews. The firm typically requires clients to custody assets at Interactive Brokers or Altruist Financial, uses model allocations tailored to client restrictions, and seeks discretionary authority to implement trades on clients’ behalf. Distinctive aspects disclosed in the brochure include the firm’s principal activity as a licensed insurance agent and acceptance of commissions for insurance product sales, which the firm identifies as a potential conflict of interest and discloses to clients. The adviser also discloses fee-sharing arrangements with a named third‑party manager and the potential to receive research or other soft‑dollar benefits from custodians, practices that are less common among peers of its size.
To learn more about the advisors currently working at WesCal Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palos Verdes Estates, CA
| 31
|
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