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WESCAP GROUP
WESCAP MANAGEMENT GROUP, INC.
CRD 104759 · SEC 801-32095
330 N. BRAND BLVD, SUITE 850, GLENDALE, CA, 91203, United States
Phone
818-563-5170
Fax
818-563-5174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$901.0M
Team
13 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $54.0M |
| High net worth individuals | 205 | $1.01B |
| Pooled investment vehicles | 8 | $8.0M |
| Charitable organizations | 2 | $12.0M |
States served
AZ, CA, CO, LA, NV, OR, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD