Wealth manager, independent · Springfield, VA
Wealthcrest Financial Services, LLC
SEC-registered investment adviser · CRD 130049 · SEC 801-110730
At a glance
Wealthcrest Financial Services, LLC is an SEC-registered investment adviser based in Springfield, Virginia, with $508 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 380 individual clients. By Form ADV it is a wealth manager, ranked 2,863rd of 8,915 wealth managers and 7,767th of 17,210 SEC-registered advisers by assets.
Main office 703-372-1717wealthcrest.comAs filed on Form ADV
- Regulatory AUM
- $508M
- Rank among wealth managers
- #2,863 of 8,915
- Rank among all SEC RIAs
- #7,767 of 17,210
- Rank in Virginia
- #129 of 300
- Individual clients
- 380
- High-net-worth clients
- 232
- Accounts
- 380
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 3
Owners and executives on its Form ADV
- Patrick B. BeagleOwner, CCO
Custody and brokerage
Custodian
Wealthcrest Financial Services, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Wealthcrest Financial Services, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Cambridge Investment Research as the broker-dealer its advisers are registered with.
Outside Compensation For the Sale of Securities or Variable Annuities to Clients If during the financial planning or consultation process WealthCrest determines that a commission based investment vehicle or process is more suitable, WealthC
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 232 | $435M | 86% |
| Individuals | 148 | $73M | 14% |
Disciplinary disclosures
Wealthcrest Financial Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗wealthcrest.com ↗
AtlasMembers
The full record on Wealthcrest Financial Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,427 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wealthcrest Financial Services, LLC manage?
Wealthcrest Financial Services, LLC reports $508 million in regulatory assets under management across 380 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Wealthcrest Financial Services, LLC?
Wealthcrest Financial Services, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wealthcrest Financial Services, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($435 million, 232 clients); individuals ($73 million, 148 clients).
Does Wealthcrest Financial Services, LLC have any disciplinary history?
Wealthcrest Financial Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wealthcrest Financial Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →