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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthcrest Financial Services LLC
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|---|---|
| CRD # | 130049 |
| SEC # | 801-110730 |
| CIK # | |
| AUM | $426.0 M (2025-03-31) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 703-372-1717 |
| Address | 7880 Backlick Road Springfield, VA 22150 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 59.6 |
| (b) Individuals (high net worth individuals) | 157 | 366.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 408 | 426.0 |
| By Discretionary | ||
| Discretionary | 408 | 426.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 408 | 426.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.0 | |
| Total | 408 | 426.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
QBOX Fiduciary Solutions LLC
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|
IN | 0.4 |
|
Elevated Capital Advisors LLC
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UT | 0.4 |
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Lighthouse Financial Services Inc
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CA | 0.4 |
|
Hobart Private Capital LLC
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NC | 0.4 |
|
Consultiva Wealth Management Corp
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PR | 0.4 |
|
Elite Retirement Planning LLC
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IA | 0.4 |
|
AMJ Financial Wealth Management LLC
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|
VA | 0.4 |
|
True Wealth Design LLC
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|
OH | 0.4 |
|
Titan Retirement Advisors LLC
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|
TX | 0.4 |
|
Drake & Associates LLC
✚
|
WI | 0.4 |