WESCAP MANAGEMENT GROUP, INC.
Legal name: WESCAP GROUP
CRD #104759 SEC #801-32095 GLENDALE, CA 818-563-5170
SEC Registered Private Funds
Total AUM
$985M
Discretionary
$744M
Employees
13
Clients
251
Accounts
1,225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $985M | $744M | $241M | 13 | 0 |
| Apr 2025 | $985M | $744M | $241M | 13 | 0 |
| Mar 2025 | $985M | $744M | $241M | 13 | 0 |
| Feb 2024 | $920M | $688M | $232M | 13 | 0 |
| Nov 2023 | $849.7M | $650.8M | $198.9M | 13 | 0 |
| Nov 2023 | $849.7M | $650.8M | $198.9M | 13 | 0 |
| Jun 2023 | $849.7M | $650.8M | $198.9M | 13 | 0 |
| Feb 2023 | $849.7M | $650.8M | $198.9M | 13 | 0 |
| Oct 2022 | $913.5M | $752.3M | $161.2M | 13 | 0 |
| Jul 2022 | $913.5M | $752.3M | $161.2M | 13 | 0 |
| Mar 2022 | $913.5M | $752.3M | $161.2M | 13 | 0 |
| Mar 2021 | $801.9M | $649.4M | $152.5M | 15 | 0 |
| Jun 2020 | $787.2M | $625.9M | $161.3M | 13 | 0 |
| Mar 2020 | $787.2M | $625.9M | $161.3M | 13 | 0 |
| Mar 2019 | $717.3M | $572.7M | $144.6M | 13 | 0 |
| Mar 2019 | $717.3M | $572.7M | $144.6M | 13 | 0 |
| Nov 2018 | $865.7M | $698.8M | $166.9M | 15 | 0 |
| Nov 2018 | $865.7M | $698.8M | $166.9M | 15 | 0 |
| Oct 2018 | $865.7M | $698.8M | $166.9M | 15 | 0 |
| Mar 2018 | $865.7M | $698.8M | $166.9M | 15 | 0 |
| Nov 2017 | $869.9M | $709.4M | $160.5M | 16 | 0 |
| Aug 2017 | $869.9M | $709.4M | $160.5M | 16 | 414 |
| Mar 2017 | $869.9M | $709.4M | $160.5M | 16 | 414 |
| Nov 2016 | $902.5M | $728.1M | $174.4M | 14 | 432 |
| Mar 2016 | $902.5M | $728.1M | $174.4M | 14 | 432 |
| Mar 2016 | $902.5M | $728.1M | $174.4M | 14 | 432 |
| Nov 2015 | $920.1M | $736.5M | $183.5M | 13 | 432 |
| Mar 2015 | $920.1M | $736.5M | $183.5M | 13 | 432 |
| Mar 2015 | $920.1M | $736.5M | $183.5M | 13 | 432 |
| Dec 2014 | $892.2M | $717.1M | $175.1M | 13 | 437 |
| Nov 2014 | $892.2M | $717.1M | $175.1M | 13 | 437 |
| Sep 2014 | $892.2M | $717.1M | $175.1M | 13 | 437 |
| Mar 2014 | $892.2M | $717.1M | $175.1M | 13 | 437 |
| Mar 2014 | $892.2M | $717.1M | $175.1M | 13 | 437 |
| Jan 2014 | $765.7M | $597.5M | $168.2M | 13 | 400 |
| Mar 2013 | $765.7M | $597.5M | $168.2M | 13 | 400 |
| Mar 2013 | $765.7M | $597.5M | $168.2M | 13 | 400 |
| Mar 2012 | $699.2M | $535.7M | $163.4M | 11 | 400 |
| May 2011 | $694.3M | $496.1M | $198.2M | -- | -- |
| Nov 2010 | $600.6M | $430.9M | $169.8M | -- | -- |
| Jul 2010 | $600.6M | $430.9M | $169.8M | -- | -- |
| Jun 2010 | $600.6M | $430.9M | $169.8M | -- | -- |
| Mar 2007 | $565.9M | $372.6M | $193.3M | 10 | -- |
| Mar 2006 | $476.3M | $316.6M | $159.7M | 10 | -- |
| Sep 2005 | $428M | $254.6M | $173.4M | 5 | -- |
| Jun 2004 | $353.8M | $154M | $199.8M | 5 | -- |
| Apr 2002 | $244.4M | $95.6M | $148.8M | 5 | -- |
DateAug 2025
Total AUM$985M
Discretionary$744M
Non-Disc.$241M
Employees13
Clients0
DateApr 2025
Total AUM$985M
Discretionary$744M
Non-Disc.$241M
Employees13
Clients0
DateMar 2025
Total AUM$985M
Discretionary$744M
Non-Disc.$241M
Employees13
Clients0
DateFeb 2024
Total AUM$920M
Discretionary$688M
Non-Disc.$232M
Employees13
Clients0
DateNov 2023
Total AUM$849.7M
Discretionary$650.8M
Non-Disc.$198.9M
Employees13
Clients0
DateNov 2023
Total AUM$849.7M
Discretionary$650.8M
Non-Disc.$198.9M
Employees13
Clients0
DateJun 2023
Total AUM$849.7M
Discretionary$650.8M
Non-Disc.$198.9M
Employees13
Clients0
DateFeb 2023
Total AUM$849.7M
Discretionary$650.8M
Non-Disc.$198.9M
Employees13
Clients0
DateOct 2022
Total AUM$913.5M
Discretionary$752.3M
Non-Disc.$161.2M
Employees13
Clients0
DateJul 2022
Total AUM$913.5M
Discretionary$752.3M
Non-Disc.$161.2M
Employees13
Clients0
DateMar 2022
Total AUM$913.5M
Discretionary$752.3M
Non-Disc.$161.2M
Employees13
Clients0
DateMar 2021
Total AUM$801.9M
Discretionary$649.4M
Non-Disc.$152.5M
Employees15
Clients0
DateJun 2020
Total AUM$787.2M
Discretionary$625.9M
Non-Disc.$161.3M
Employees13
Clients0
DateMar 2020
Total AUM$787.2M
Discretionary$625.9M
Non-Disc.$161.3M
Employees13
Clients0
DateMar 2019
Total AUM$717.3M
Discretionary$572.7M
Non-Disc.$144.6M
Employees13
Clients0
DateMar 2019
Total AUM$717.3M
Discretionary$572.7M
Non-Disc.$144.6M
Employees13
Clients0
DateNov 2018
Total AUM$865.7M
Discretionary$698.8M
Non-Disc.$166.9M
Employees15
Clients0
DateNov 2018
Total AUM$865.7M
Discretionary$698.8M
Non-Disc.$166.9M
Employees15
Clients0
DateOct 2018
Total AUM$865.7M
Discretionary$698.8M
Non-Disc.$166.9M
Employees15
Clients0
DateMar 2018
Total AUM$865.7M
Discretionary$698.8M
Non-Disc.$166.9M
Employees15
Clients0
DateNov 2017
Total AUM$869.9M
Discretionary$709.4M
Non-Disc.$160.5M
Employees16
Clients0
DateAug 2017
Total AUM$869.9M
Discretionary$709.4M
Non-Disc.$160.5M
Employees16
Clients414
DateMar 2017
Total AUM$869.9M
Discretionary$709.4M
Non-Disc.$160.5M
Employees16
Clients414
DateNov 2016
Total AUM$902.5M
Discretionary$728.1M
Non-Disc.$174.4M
Employees14
Clients432
DateMar 2016
Total AUM$902.5M
Discretionary$728.1M
Non-Disc.$174.4M
Employees14
Clients432
DateMar 2016
Total AUM$902.5M
Discretionary$728.1M
Non-Disc.$174.4M
Employees14
Clients432
DateNov 2015
Total AUM$920.1M
Discretionary$736.5M
Non-Disc.$183.5M
Employees13
Clients432
DateMar 2015
Total AUM$920.1M
Discretionary$736.5M
Non-Disc.$183.5M
Employees13
Clients432
DateMar 2015
Total AUM$920.1M
Discretionary$736.5M
Non-Disc.$183.5M
Employees13
Clients432
DateDec 2014
Total AUM$892.2M
Discretionary$717.1M
Non-Disc.$175.1M
Employees13
Clients437
DateNov 2014
Total AUM$892.2M
Discretionary$717.1M
Non-Disc.$175.1M
Employees13
Clients437
DateSep 2014
Total AUM$892.2M
Discretionary$717.1M
Non-Disc.$175.1M
Employees13
Clients437
DateMar 2014
Total AUM$892.2M
Discretionary$717.1M
Non-Disc.$175.1M
Employees13
Clients437
DateMar 2014
Total AUM$892.2M
Discretionary$717.1M
Non-Disc.$175.1M
Employees13
Clients437
DateJan 2014
Total AUM$765.7M
Discretionary$597.5M
Non-Disc.$168.2M
Employees13
Clients400
DateMar 2013
Total AUM$765.7M
Discretionary$597.5M
Non-Disc.$168.2M
Employees13
Clients400
DateMar 2013
Total AUM$765.7M
Discretionary$597.5M
Non-Disc.$168.2M
Employees13
Clients400
DateMar 2012
Total AUM$699.2M
Discretionary$535.7M
Non-Disc.$163.4M
Employees11
Clients400
DateMay 2011
Total AUM$694.3M
Discretionary$496.1M
Non-Disc.$198.2M
Employees--
Clients--
DateNov 2010
Total AUM$600.6M
Discretionary$430.9M
Non-Disc.$169.8M
Employees--
Clients--
DateJul 2010
Total AUM$600.6M
Discretionary$430.9M
Non-Disc.$169.8M
Employees--
Clients--
DateJun 2010
Total AUM$600.6M
Discretionary$430.9M
Non-Disc.$169.8M
Employees--
Clients--
DateMar 2007
Total AUM$565.9M
Discretionary$372.6M
Non-Disc.$193.3M
Employees10
Clients--
DateMar 2006
Total AUM$476.3M
Discretionary$316.6M
Non-Disc.$159.7M
Employees10
Clients--
DateSep 2005
Total AUM$428M
Discretionary$254.6M
Non-Disc.$173.4M
Employees5
Clients--
DateJun 2004
Total AUM$353.8M
Discretionary$154M
Non-Disc.$199.8M
Employees5
Clients--
DateApr 2002
Total AUM$244.4M
Discretionary$95.6M
Non-Disc.$148.8M
Employees5
Clients--