Overview
Assets Under Management: $372 million
Headquarters: SPRINGFIELD, VA
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Frequently Asked Questions
WEALTHCREST FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130049), WEALTHCREST FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
WEALTHCREST FINANCIAL SERVICES, LLC is headquartered in SPRINGFIELD, VA.
WEALTHCREST FINANCIAL SERVICES, LLC serves 157 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, WEALTHCREST FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTHCREST FINANCIAL SERVICES, LLC manages $372 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, WEALTHCREST FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 531
Discretionary Accounts: 531
Regulatory Filings
CRD Number: 130049
Last Filing Date: 2025-01-07 00:00:00
Website: https://wealthcrest.com