← Tributary

WESCAP GROUP

GLENDALE, CA · CRD 104759 · IAPD ↗ · 818-563-5170

$1.09BRegulatory AUM
13Advisory reps
13Employees
0Clients
251-500Planning clients
1Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — WESCAP GROUP crossed $1B in regulatory AUM ($985.0M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.