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Wealthcrest Financial Services, LLC

● SEC registered since 2017CRD 130049SEC# 801-110730Springfield, VA
Export (members)
Reg. AUM
$426M
Employees
8
Accounts
408
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 $426 million in regulatory assets under management and employs 8 people.
www.wealthcrest.comView on SEC.gov ↗

Wealthcrest Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick Bryan Beagle ControlOwner, CcoOver 75%2003

Frequently asked questions

How much does Wealthcrest Financial Services, LLC manage?

Wealthcrest Financial Services, LLC reports $426 million in regulatory assets under management on its Form ADV.

How many employees does Wealthcrest Financial Services, LLC have?

Wealthcrest Financial Services, LLC reports 8 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

Address7880 Backlick Road, Suite One, Springfield, VA 22150
Phone703-372-1717
Fax703-372-1701
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$426M
Non-discretionary$0
Total (RAUM)$426M