Wescap Group

Wescap Group (CRD# 104759) is a financial advisory firm headquartered in Glendale, CA. They manage $801,900,000 in 327 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    802
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $2,452,294
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.

AZ, CA, CO, LA, PA, TX

Financial Advisors at Wescap Group
Showing 1 - 6 of 6 top financial advisors.
1
Kelsy M. Davis
CRD#: 7009944
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203

Kelsy Davis (CRD# 7009944) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 3 years of experience in the finance industry. Kelsy Davis 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
Andrew M. Edstrom
CRD#: 4687198
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203

Andrew Edstrom (CRD# 4687198) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 16 years of experience in the finance industry.

3
Joel S. Edstrom
CRD#: 4340229
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203

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.

4
Mark M. Gleason
CRD#: 1172676
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203

Mark Gleason (CRD# 1172676) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 29 years of experience in the finance industry.

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

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
Jeffrey S. Petersen
CRD#: 7328591
330 N. Brand Blvd, Suite 1150, Glendale, CA 91203

Jeffrey Petersen (CRD# 7328591) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry. Jeffrey Petersen 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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