Andrew M. Edstrom

WESCAP GROUP

Glendale, CA 91203

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CRD#: 4687198

Professional summary

Andrew Mclean Edstrom, CFP® is a registered financial advisor currently at WESCAP GROUP located in Glendale, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Andrew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) Onramp Bitcoin, LLC, Address: Dripping Springs, TX 78620; November 1, 2023; Brief Description/Duties: Head of Managed Wealth, help design & price products for third-party advisors, promote the company's approach to custodian bitcoin and financial planning & investment management, assist develop marketing strategies for the product, and build partnerships with other major financial institutions; Investment Related: Yes; Number of Hours During Trading Hours: 5-10 Hours per Week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mclean Edstrom's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 17, 2013 - Present

WESCAP GROUP

Office #1: 330 N. Brand Blvd Suite 850, Glendale, CA 91203

RIA

CRD#: 104759

Glendale, CA

Past

February 16, 2005 - August 10, 2006

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESCAP GROUP

WESCAP GROUP | WESCAP MANAGEMENT GROUP, INC. | WESCAP MANAGEMENT GROUP INC

CRD#: 104759 / SEC#: 801-32095

RIA

Registered Investment Advisory firm - (5/20/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2013)

IAR

Texas
(11/7/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/2005

General Securities Representative Examination

Current Firm

WESCAP GROUP

WESCAP GROUP | WESCAP MANAGEMENT GROUP, INC. | WESCAP MANAGEMENT GROUP INC

CRD#: 104759 / SEC#: 801-32095

RIA

Registered Investment Advisory firm - (5/20/1988 Approved)

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Contact information

Main Address

330 N. Brand Blvd Suite 850, Glendale, CA 91203

Mailing Address

Phone number

(818) 563-5170

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESCAP MANAGEMENT GROUP INC ADV BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	1,225
AUM (Assets Under Management)	$ 985,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew M. Edstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mclean Edstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESCAP GROUP

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

WESCAP GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2013

Series 63

Date: 4/12/2005

Series 7

Date: 2/15/2005

Current Firm

WESCAP GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESCAP GROUP

TRUST BUT VERIFY

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