# Westrate Capital Management

Westrate Capital Management is a RIA based in Westlake Village, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 1998
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** westratecapital.com

## Regulatory record

- **CRD number:** 135291
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135291

## About

WESTRATE CAPITAL MANAGEMENT, INC. is a state-registered investment adviser with $24 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Enterprise Software
- FinTech
- Healthcare Services
- Real Estate

## People

- Edward A. Wedbush — Founder and President

## Related profiles

- [American Independent Securities Group](https://altss.com/profile/american-independent-securities-group-llc)
- [Qualified Plan Advisory](https://altss.com/profile/qualified-plan-advisory-llc)

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Last updated: 2026-07-06T01:24:28.778Z

Canonical page: https://altss.com/profile/westrate-capital-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology