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WESCAL WEALTH LLC
WesCal Wealth is a California-registered investment adviser and private advisory practice that serves a limited number of families who value thoughtful...
Overview
WesCal Wealth is a California-registered investment adviser and private advisory practice that serves a limited number of families who value thoughtful financial guidance and long-term relationships. Clients work directly with Casey Mervine, Founder and Principal Wealth Advisor. The firm works with individuals and families with $1 million or more in investable assets and provides investment management, retirement and cash-flow planning, estate and legacy planning, and tax-aware strategies.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Palos Verdes Estates
Corporate office
null
Principals
Casey Mervine
CWS® — Private Wealth Advisor & Founder of WesCal Wealth
Casey Mervine
Founder and Principal Wealth Advisor
Frequently asked questions
Does WESCAL WEALTH LLC disclose its assets under management?
No, WESCAL WEALTH LLC does not publicly disclose its total assets under management. The AUM band for the firm is listed as Undisclosed.
Who are the key principals at WESCAL WEALTH LLC?
The key principals of WESCAL WEALTH LLC are not publicly named. The firm does not provide a leadership team page or executive bios on its online presence.
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