Wescap Group

Wescap Group (CRD# 104759) is a financial advisory firm headquartered in Glendale, CA. They manage $902,478,182 in 443 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    902
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $2,037,197
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, IL, LA, NY, OR, PA, TX

Financial Advisors at Wescap Group
Showing 1 - 6 of 6 top financial advisors.
1
Alan M. Gelb
CRD#: 3112275
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
96
Wealthminder
score

Alan Gelb (CRD# 3112275) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 17 years of experience in the finance industry. Alan Gelb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark M. Gleason
CRD#: 1172676
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
96
Wealthminder
score

Mark Gleason (CRD# 1172676) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 25 years of experience in the finance industry.

3
Andrew M. Edstrom
CRD#: 4687198
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
93
Wealthminder
score

Andrew Edstrom (CRD# 4687198) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 12 years of experience in the finance industry.

4
Joel S. Edstrom
CRD#: 4340229
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
90
Wealthminder
score

Joel Edstrom (CRD# 4340229) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.

5
Eric A. Weinlein
CRD#: 1062833
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
87
Wealthminder
score

Eric Weinlein (CRD# 1062833) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.

6
Todd C. Butler
CRD#: 3091223
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203
76
Wealthminder
score

Todd Butler (CRD# 3091223) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 18 years of experience in the finance industry. Todd Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.