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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
| BEAGLE, PATRICK, BRYAN | I | OWNER, CCO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (11)
CA CO DC FL GA MA MD NC PA TX VA
Address
7880 BACKLICK ROADSUITE ONE
SPRINGFIELD, VA 22150
United States
Phone: 703-372-1717