WESCAP Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,068,000,000
Clients
321
Advisors
6
of 13 employees
About
WESCAP Group provides discretionary and non‑discretionary wealth management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. In addition to managing individual client portfolios, the firm serves as Managing General Partner of Hedgecap Partners, L.P., a private pooled investment vehicle.
The firm's investment process combines strategic and tactical asset allocation with broad global diversification and a contrarian, value‑oriented emphasis, typically implemented through mutual funds and ETFs while seeking tax efficiency and low transaction costs. For certain clients and for the pooled vehicle, WESCAP also employs hedging, leverage and options‑based strategies — including recommending box‑spread synthetic borrowing arrangements — which may be implemented by third‑party sub‑advisers.
Noteworthy for a team‑sized adviser, WESCAP acts as a private fund sponsor and managing general partner, receives management and operating fees for Hedgecap, and has custody over that pooled vehicle’s assets with audited financial statements provided to investors. The firm’s use of third‑party options‑based financing (with fees paid directly to the providers and no compensation to WESCAP from those providers) and its access to certain non‑retail investment vehicles distinguish its services from many peers and create additional governance and disclosure considerations for prospective investors.
Client services
Expertise
Fee options
Financial consulting fees may be negotiated as fixed fees; maximum prepayment limited to $1,200 for up to 6 months of services
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - $5,000,000: 0.75% $5,000,000 - $7,500,000: 0.50% $7,500,000+: 0.40%
Financial consulting charged at $450 per hour
Account minimum: $500,000 Minimum fee: Minimum fee of $1,562.50 per quarter for wealth management accounts Fee-only: Financial planning fees charged hourly at $450/hour or fixed fees negotiated with client
Main office
330 N. Brand Blvd, Suite 850
Glendale CA 91203
Advisors at this office
6
Most active in
Arizona · California · Colorado · Louisiana · Nevada · Oregon · Pennsylvania · Texas · Washington
Also doing business as
Wescap Group · Wescap Management Group Inc · Wescap Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey P
CFP®
Glendale, CA
WESCAP Group
Jeffrey Petersen is a CFP® with nine years at WESCAP Group and five years of industry experience. His prior roles include positions with the City of San Jose and San Jose University. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented investment approach, employing a mix of mutual funds, ETFs, and, for some clients, hedging and options-based strategies through third-party sub-advisers.
Mark G
CFA®, Series 65
Glendale, CA
WESCAP Group
Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group in Glendale, CA since 1993. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented approach, and also manages a private pooled investment vehicle, Hedgecap Partners, L.P.
Joel E
CFA®
Glendale, CA
WESCAP Group
Joel Edstrom is a CFA® charterholder with 38 years of experience in the financial industry, all of which has been with WESCAP Group since 1988. He is based in Glendale, CA, and is one of six advisors at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented investment approach, and also acts as managing general partner of Hedgecap Partners, L.P., a private pooled investment vehicle.
Eric W
Glendale, CA
WESCAP Group
Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, where he has worked since 1988, accumulating 38 years of industry experience. He is part of a six-advisor team at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented approach, often utilizing mutual funds and ETFs, and also serves as Managing General Partner of Hedgecap Partners, L.P., a private pooled investment vehicle.
Ara G
Series 65
Glendale, CA
WESCAP Group
Ara Gasparian is a financial advisor at WESCAP Group in Glendale, CA, holding a Series 65 designation with three years of industry experience. He has been with WESCAP Group since 2015, including the firm's earlier formation and its current iteration. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, using mutual funds, ETFs, and, for certain clients and their pooled vehicle, options-based strategies and leverage.
Andrew E
Series 63, Series 65
Glendale, CA
WESCAP Group
Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, utilizing mutual funds, ETFs, and for certain clients, options-based strategies and leverage.
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