Wescap Group is an SEC registered investment adviser organized as a corporation with a primary office location in Glendale, CA. Its latest Form ADV filing, dated March 9, 2026, reports $1.1B in regulatory assets under management, 13 employees, and 1,242 accounts.
Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
331
Primary office
GLENDALE, CA
330 N. BRAND BLVD, SUITE 850, GLENDALE, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
205
2
Individuals
35.0%
116
3
Pooled Investment Vehicles
2.4%
8
4
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 9, 2026
Discretionary82.8%
$901M
83% of total RAUM82.8%
Non-discretionary17.2%
$187M
17% of total RAUM17.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,242
10Y AUM Change+$218M (+25.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee25:1
10Y Employee Change-3 (-18.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.