WESLING FINANCIAL PLANNING SERVICES CORP.

WESLING FINANCIAL PLANNING SERVICES CORP. of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 141424). Regulatory assets under management: $60.0M.

Registration

• CRD: 141424
• Type: Registered investment adviser
• Location: 6621 WAKEFIELD DR, ALEXANDRIA, VA, 22307
• Phone: (703) 768-7679
• Latest filing: 2026-03-05
• Regulatory AUM: $60.0M
• Discretionary AUM: $60.0M
• Clients: 2
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141424 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search