# WEALTHCREST FINANCIAL SERVICES, LLC

WEALTHCREST FINANCIAL SERVICES, LLC of SPRINGFIELD, VA is an SEC-registered investment adviser.

## Registration

- CRD: 130049
- Type: SEC-registered investment adviser
- SEC file number: 801-110730
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Bryan Beagle | OWNER, CCO | — |
| BEAGLE PATRICK BRYAN | OWNER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130049/similar
- Related entities: https://search.stillhousedata.com/firm/130049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.