Wealthcrest Financial Services, LLC
● SEC registered since 2017CRD 130049SEC# 801-110730Springfield, VA
Reg. AUM
$507.5M
Employees
9
Accounts
380
Location
Springfield, VA
Wealthcrest Financial Services, LLC assets under management
Wealthcrest Financial Services, LLC is an investment advisory firm registered with the SEC based in Springfield, VA. The firm has been registered since 2017. It reports $507.5 million in regulatory assets under management and employs 9 people.
Wealthcrest Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Bryan Beagle Control | Owner, Cco | Over 75% | 2003 |
Frequently asked questions
How much does Wealthcrest Financial Services, LLC manage?
Wealthcrest Financial Services, LLC reports $507.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealthcrest Financial Services, LLC have?
Wealthcrest Financial Services, LLC reports 9 employees.
Where is Wealthcrest Financial Services, LLC located?
Wealthcrest Financial Services, LLC is based in Springfield, VA and has been SEC-registered since 2017.
Does Wealthcrest Financial Services, LLC disclose fund performance?
Wealthcrest Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7880 Backlick Road, Suite One, Springfield, VA 22150 |
| Phone | 703-372-1717 |
| Fax | 703-372-1701 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$507.5M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$507.5Mregulatory AUM
Discretionary $507.5M