WEALTHCREST FINANCIAL SERVICES, LLC

Overview

Wealthcrest Financial Services, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. The firm also acts as an insurance broker and publishes periodic materials, signaling a hybrid advisory/insurance distribution model. Investment activity centers on liquid, exchange-traded instruments with a clear equity preference. The firm is identified as a capital allocator and offers multiple fee arrangements — percentage of AUM, hourly charges, fixed fees and transaction-based commissions — allowing flexibility across client types and product wrappers. Wealthcrest does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices