# Wealthcrest Financial Services, LLC

> Wealthcrest Financial Services, LLC is an SEC-registered investment advisory firm in Springfield, VA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 130049
- Filed as: WEALTHCREST FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130049
- AdvisorCensus page: https://advisorcensus.com/firm/wealthcrest-financial-services-llc-springfield-va-130049

## Quick answers

**How is Wealthcrest Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthcrest Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Wealthcrest Financial Services, LLC located?**
Wealthcrest Financial Services, LLC's principal office is in Springfield, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthcrest Financial Services, LLC registered with the SEC or a state?**
Wealthcrest Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 130049.

**How much does Wealthcrest Financial Services, LLC manage?**
Wealthcrest Financial Services, LLC reports $507,531,045 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Wealthcrest Financial Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthcrest Financial Services, LLC: Regulatory assets under management: $261,244,110 in the October 2021 data and $507,531,045 in the October 2026 data, up 94%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthcrest Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (232); individuals (other than high net worth individuals) (148).

**Does Wealthcrest Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130049

**What changed in Wealthcrest Financial Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $426,047,872 to $507,531,045 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $507,531,045
- Discretionary: $507,531,045
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $72,898,212 |
| High net worth individuals | 232 | $434,632,833 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2017 (9 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DC, FL, GA, MA, MD, NC, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palm Coast, FL

### Websites listed on Form ADV (Item 1.I)
- wealthcrest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,244,110 | 6 | September 2, 2021 |
| October 2022 | $305,751,182 | 7 | March 31, 2022 |
| October 2023 | $295,288,192 | 7 | March 30, 2023 |
| October 2024 | $371,898,681 | 7 | April 22, 2024 |
| October 2025 | $426,047,872 | 8 | March 31, 2025 |
| October 2026 | $507,531,045 | 9 | March 31, 2026 |

Regulatory assets under management: $261,244,110 in the October 2021 data and $507,531,045 in the October 2026 data, up 94%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $426,047,872 to $507,531,045 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthcrest Financial Services, LLC (CRD 130049): Form ADV filing data as of October 2026.