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| Keyboard |
| Wealthcrest Financial Services LLC
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|---|---|
| CRD # | 130049 |
| SEC # | 801-110730 |
| CIK # | |
| AUM | 507.5 M (2026-03-31) |
| Employees | 9 (56% Investors, 56% Brokers) |
| Fees | |
| Minimum | |
| 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) | 148 | 72.9 |
| (b) Individuals (high net worth individuals) | 232 | 434.6 |
| (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 | 380 | 507.5 |
| By Discretionary | ||
| Discretionary | 380 | 507.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 507.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 507.5 | |
| Total | 380 | 507.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mattson Financial Services LLC
✚
|
MI | 515.0 M |
|
Haven Wealth Group LLC
✚
|
TX | 514.8 M |
|
Madison Advisory Services Inc
✚
|
NY | 509.7 M |
|
Aspire Private Capital LLC
✚
|
NC | 509.7 M |
|
Highbrook Capital Partners LLC
✚
|
GA | 509.1 M |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 506.7 M |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 505.0 M |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 504.4 M |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 502.0 M |
|
Pandowealth LLC
✚
|
500.3 M |