RIA Intel›Advisers›Virginia›WEALTHCREST FINANCIAL SERVICES, LLC

WEALTHCREST FINANCIAL SERVICES, LLC

Advisory

N·SPRINGFIELD, VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$508M
1-Year AUM Growth
+25.9%
3-Year CAGR
+12.2%
Employees
5
Assets Under Management
Total AUM$508M
Discretionary AUM$508M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients565
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingMay 31, 2017
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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