SPRINGFIELD, VACRD 130049Latest ADV March 31, 2026
Wealthcrest Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, VA. Its latest Form ADV filing, dated March 31, 2026, reports $508M in regulatory assets under management, 9 employees, 2 offices, and 380 accounts.
Assets Under Management
$508M
Employees
9
Offices
2 offices
Total Clients
380
Primary office
SPRINGFIELD, VA
7880 BACKLICK ROAD, SUITE ONE, SPRINGFIELD, VA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.1% of total clients.
Top client categories% of clientsClients
1
HNWI
61.1%
232
2
Individuals
38.9%
148
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$508Mas of March 31, 2026
Discretionary100.0%
$508M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$508M
Total Accounts380
10Y AUM Change+$381M (+299.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee42:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.