CRD: 130049
Wealthcrest Financial Services, LLC
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- Custodian
- Merrill Lynch ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2004
- Office Locations
- 1
Office Locations
About Wealthcrest Financial Services, LLC
WealthCrest Financial Services is a Springfield, VA wealth management firm providing personalized financial planning and ongoing portfolio management for individuals and multi-generational families, including retirees and business owners. The team builds goal-based strategies with an emphasis on asset allocation and risk management, often using ETFs and mutual funds, and can support planning needs like tax, estate, and college planning. Custody includes Pershing.
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Client Personas
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Investment Themes
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Owner & Executives
PATRICK BRYAN BEAGLE
Chief Compliance Officer, Owner
- CRD
- #2293557
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY PETER GRIMSLEY
--
- CRD
- #5360629
Patrick William Kimmel
Partner
- CRD
- #6804140
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,531,045 | $1,335,608 |
| Non-Discretionary | $0 | -- |
| Total | $507,531,045 | $1,335,608 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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