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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHCREST FINANCIAL SERVICES, LLC

CRD 130049

SPRINGFIELD, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfab5c42-8c47-be8c-fb4e-1a573b1cf0f6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 31, 2017 to Mar 31, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $508MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $508M
Private client RAUM: $508MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 380
Individual clients: 148
High net worth clients: 232
SEC number: 801-110730
CRD: 130049
Filings on the tape: 20
First filed: May 31, 2017
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, VA
Website: wealthcrest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICK BRYAN BEAGLE	Certified Financial Planner\|Chartered Financial Consultant	SPRINGFIELD, VA	22	33	1	yes
RUSSELL GOODMAN ROBERTSON	Certified Financial Planner\|Chartered Financial Consultant	SPRINGFIELD, VA	18	18	n/a	yes
GUY ROBERT X. MIDDLETON	n/a	SPRINGFIELD, VA \| Palm Coast, FL	12	27	1	yes
GREGORY PETER GRIMSLEY	n/a	SPRINGFIELD, VA	11	18	3	yes
Patrick William Kimmel	n/a	SPRINGFIELD, VA	5	10	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEAGLE, PATRICK, BRYAN	OWNER, CCO	E	yes	12/2003	May 31, 2017	Apr 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PALM COAST	FL	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$508M	$508M	9	5	2	n/a	n/a
2024	Mar 31, 2025	$426M	$426M	8	5	2	n/a	n/a
2023	Mar 28, 2024	$372M	$372M	7	5	2	n/a	n/a
2022	Mar 30, 2023	$295M	$295M	7	5	2	n/a	n/a
2021	Mar 31, 2022	$306M	$306M	7	5	2	n/a	n/a
2020	Mar 31, 2021	$261M	$261M	6	5	0	n/a	n/a
2019	Mar 31, 2020	$166M	$163M	6	4	0	n/a	n/a
2018	Mar 29, 2019	$169M	$153M	5	4	0	n/a	n/a
2017	Mar 30, 2018	$148M	$141M	5	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$508M	$426M	19.1%	$295M	19.8%	9	8	2	2

Relationships

Registered with (6)

← Patrick William KimmelAdvisorregistration: current employment
Jan 27, 2021 to presentfactForm ADV
← GREGORY PETER GRIMSLEYAdvisorregistration: current employment
Jan 28, 2015 to presentfactForm ADV
← GUY ROBERT X. MIDDLETONAdvisorregistration: current employment
Sep 3, 2014 to presentfactForm ADV
← RUSSELL GOODMAN ROBERTSONAdvisorregistration: current employment
Feb 7, 2008 to presentfactForm ADV
← PATRICK BRYAN BEAGLEAdvisorregistration: current employment
Jan 27, 2004 to presentfactForm ADV
← THEODORE P. RYNNAdvisorregistration: previous registration
Aug 5, 2013 to Dec 15, 2014factForm ADV

Controls (1)

← BEAGLE, PATRICK, BRYANOwnerOWNER, CCO, ownership code E, individual
May 31, 2017 to Apr 22, 2024factForm ADV

Dated events

Occurred
May 31, 2017
First Form ADV filing
Wealthcrest Financial Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfab5c42-8c47-be8c-fb4e-1a573b1cf0f6
First observed: May 31, 2017
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTHCREST FINANCIAL SERVICES, LLC

CRD 130049

SPRINGFIELD, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfab5c42-8c47-be8c-fb4e-1a573b1cf0f6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK BRYAN BEAGLE

Certified Financial Planner|Chartered Financial Consultant

SPRINGFIELD, VA

yes

RUSSELL GOODMAN ROBERTSON

Certified Financial Planner|Chartered Financial Consultant

SPRINGFIELD, VA

n/a

yes

GUY ROBERT X. MIDDLETON

n/a

SPRINGFIELD, VA | Palm Coast, FL

yes

GREGORY PETER GRIMSLEY

n/a

SPRINGFIELD, VA

yes

Patrick William Kimmel

n/a

SPRINGFIELD, VA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEAGLE, PATRICK, BRYAN

OWNER, CCO

yes

12/2003

May 31, 2017

Apr 22, 2024

City

State

Country

Employees

Also broker-dealer

PALM COAST

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$508M

n/a

2024

Mar 31, 2025

$426M

n/a

2023

Mar 28, 2024

$372M

n/a

2022

Mar 30, 2023

$295M

n/a

2021

Mar 31, 2022

$306M

n/a

2020

Mar 31, 2021

$261M

n/a

2019

Mar 31, 2020

$166M

$163M

n/a

2018

Mar 29, 2019

$169M

$153M

n/a

2017

Mar 30, 2018

$148M

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$508M

$426M

19.1%

$295M

19.8%