WEALTHCREST FINANCIAL SERVICES, LLC
CRD #130049 SEC #801-110730 SPRINGFIELD, VA 703-372-1717
SEC Registered
Total AUM
$426M
Discretionary
$426M
Employees
8
Clients
251
Accounts
408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $426M | $426M | $0 | 8 | 10 |
| Jan 2025 | $371.9M | $371.9M | $0 | 7 | 12 |
| Apr 2024 | $371.9M | $371.9M | $0 | 7 | 12 |
| Apr 2024 | $371.9M | $371.9M | $0 | 7 | 12 |
| Mar 2024 | $371.9M | $371.9M | $0 | 7 | 12 |
| Mar 2023 | $295.3M | $295.3M | $0 | 7 | 15 |
| Mar 2022 | $305.8M | $305.8M | $0 | 7 | 20 |
| Mar 2022 | $261.2M | $261.2M | $0 | 6 | 20 |
| Sep 2021 | $261.2M | $261.2M | $0 | 6 | 20 |
| Mar 2021 | $261.2M | $261.2M | $0 | 6 | 20 |
| Jun 2020 | $166.2M | $163M | $3.2M | 6 | 25 |
| May 2020 | $166.2M | $163M | $3.2M | 6 | 25 |
| Mar 2020 | $166.2M | $163M | $3.2M | 6 | 25 |
| Oct 2019 | $177.6M | $174.5M | $3.2M | 5 | 25 |
| Aug 2019 | $177.6M | $174.5M | $3.2M | 5 | 25 |
| Mar 2019 | $168.6M | $152.8M | $15.9M | 5 | 25 |
| Mar 2018 | $148.2M | $140.7M | $7.4M | 5 | 25 |
| May 2017 | $126.9M | $111.3M | $15.6M | 5 | 305 |
DateMar 2025
Total AUM$426M
Discretionary$426M
Non-Disc.$0
Employees8
Clients10
DateJan 2025
Total AUM$371.9M
Discretionary$371.9M
Non-Disc.$0
Employees7
Clients12
DateApr 2024
Total AUM$371.9M
Discretionary$371.9M
Non-Disc.$0
Employees7
Clients12
DateApr 2024
Total AUM$371.9M
Discretionary$371.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2024
Total AUM$371.9M
Discretionary$371.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2023
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients15
DateMar 2022
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees7
Clients20
DateMar 2022
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees6
Clients20
DateSep 2021
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees6
Clients20
DateMar 2021
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees6
Clients20
DateJun 2020
Total AUM$166.2M
Discretionary$163M
Non-Disc.$3.2M
Employees6
Clients25
DateMay 2020
Total AUM$166.2M
Discretionary$163M
Non-Disc.$3.2M
Employees6
Clients25
DateMar 2020
Total AUM$166.2M
Discretionary$163M
Non-Disc.$3.2M
Employees6
Clients25
DateOct 2019
Total AUM$177.6M
Discretionary$174.5M
Non-Disc.$3.2M
Employees5
Clients25
DateAug 2019
Total AUM$177.6M
Discretionary$174.5M
Non-Disc.$3.2M
Employees5
Clients25
DateMar 2019
Total AUM$168.6M
Discretionary$152.8M
Non-Disc.$15.9M
Employees5
Clients25
DateMar 2018
Total AUM$148.2M
Discretionary$140.7M
Non-Disc.$7.4M
Employees5
Clients25
DateMay 2017
Total AUM$126.9M
Discretionary$111.3M
Non-Disc.$15.6M
Employees5
Clients305