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Building 2WEALTHCREST FINANCIAL SERVICES, LLC

Map pinSPRINGFIELD, VA
Phone703-372-1717
NotebookSEC #801-110730
Total AUM
$507.5M
Employees
9
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7880 BACKLICK ROAD
SUITE ONE
SPRINGFIELD
VA 22150
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
703-372-1717
Other Offices
2

ReceiptFinancials

Total AUM
$507.5M
Accounts
380
Discretionary
$507.5M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$72.9M
HNW Individual Clients
232
AUM
$434.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAMAMDNCPATXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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