← Back to searchVisit website
WESLING FINANCIAL PLANNING SERVICES CORP.
CRD 141424
6621 WAKEFIELD DR, SUITE 113, ALEXANDRIA, VA, 22307, United States
Phone
(703) 768-7679
Fax
7039972167
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$60.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $56.8M |
| Charitable organizations | 1 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD