WEALTHCREST FINANCIAL SERVICES, LLC

7880 Backlick Road
Suite One
Springfield, Virginia 22150
Tel: 703-372-1717

About WEALTHCREST FINANCIAL SERVICES, LLC

WEALTHCREST FINANCIAL SERVICES, LLC, formally registered with the SEC as WEALTHCREST FINANCIAL SERVICES, LLC. The firm was established in 06/16/2017. They have over 3 offices throughout the country.

WEALTHCREST FINANCIAL SERVICES, LLC is a Springfield, Virginia based Financial Planning firm with nearly $371,898,681 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130049
SEC#	801-110730
Assets Managed by Firm	$371,898,681
No. of Clients	531
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	531	$371,898,681
Individuals (other than high net worth individuals)	366	$58,663,551
High net worth individuals	165	$313,235,130

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