Falists
← Back to search

WEALTHCREST FINANCIAL SERVICES, LLC

CRD 130049 · SEC 801-110730

Visit website

7880 BACKLICK ROAD, SUITE ONE, SPRINGFIELD, VA, 22150, United States

Phone

703-372-1717

Fax

703-372-1701

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$507.5M

Discretionary AUM

$507.5M

Team

9 total employees; 5 advisory reps; 10 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals148$72.9M
High net worth individuals232$434.6M

States served

CA, CO, DC, GA, MD, MA, NC, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD