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WEALTHCREST FINANCIAL SERVICES, LLC

SPRINGFIELD, VA · CRD 130049 · IAPD ↗ · wealthcrest.com · 703-372-1717

$507.5MRegulatory AUM
5Advisory reps
9Employees
10Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WEALTHCREST FINANCIAL SERVICES, LLC crossed $500M in regulatory AUM ($426.0M -> $507.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2025 — WEALTHCREST FINANCIAL SERVICES, LLC notice-filed in CA, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — WEALTHCREST FINANCIAL SERVICES, LLC notice-filed in GA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — WEALTHCREST FINANCIAL SERVICES, LLC reported RAUM up 26% ($295.3M -> $371.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.