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Wealthcrest Financial Services, LLC
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Springfield, Virginia
$166.2 million AUM
1 office

Wealthcrest Financial Services, LLC is based in Springfield, Virginia and has $166.2 million in assets under management.

Location
7880 Backlick Road
Suite One
Springfield, VA 22150
$166.2 million
AUM
6
Employees
AUM Share
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$166,218,575
Assets under management
837 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 490 $63,075,588 38% $128,726
High net worth individuals 347 $103,142,987 62% $297,242
Employees Share
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6
Employees
4
Investment analysts
67% of total employees
AUM per employee Share
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$166,218,575
Assets under management
$27,703,096
AUM per employee
$41,554,644
AUM per investment analyst
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Compensation

Wealthcrest Financial Services, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Wealthcrest Financial Services, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 130,049
SEC number 801-110730
Legal structure Limited Liability Company
Legal governance Virginia, United States
Latest ADV filing date May 18, 2020

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