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WESLING FINANCIAL PLANNING SERVICES CORP.

Advisory

ALEXANDRIA, VA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in VA
#534
of 588 advisers by AUM
Average account
$983K
across 61 accounts
AUM per adviser
$60M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$60M
Discretionary %
100%
Clients
61
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMD, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

TMFS-RICHMOND, LLC
GLEN ALLEN, VA
$60M
-3.8% 1Y
NORSEMAN ADVISORY GROUP, INC.
NEWPORT NEWS, VA
$60M
BLUE ROCK FINANCIAL SERVICES, INC.
$59M
HERONWOOD CAPITAL LLC
$59M
LASTING LEGACY WEALTH MANAGEMENT, LLC
ALEXANDRIA, VA
$59M
MILLER ASSET SOLUTIONS LLC
$59M

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