WEALTHCREST FINANCIAL SERVICES, LLC

WEALTHCREST FINANCIAL SERVICES, LLC of SPRINGFIELD, VA is an SEC-registered investment adviser (CRD 130049). Regulatory assets under management: $507.5M.

Registration

• CRD: 130049
• SEC file number: 801-110730
• Type: Registered investment adviser
• Location: 7880 BACKLICK ROAD, SUITE ONE, SPRINGFIELD, VA, 22150
• Phone: 703-372-1717
• Latest filing: 2026-03-31
• Regulatory AUM: $507.5M
• Discretionary AUM: $507.5M
• Clients: 9
• Accounts: 380

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search