Wealthcrest Financial Services, Llc
- Regulatory AUM
- $508M
- Discretionary
- $508M
- Clients
- 380
- Avg AUM / client
- $1.3M
- Accounts
- 380
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $72.9M | 14.4% |
| High net worth individuals | 232 | $435M | 85.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Bryan Beagle | Owner, Cco | CFP Chartered Financial Consultant | Dec 2003 (23y) | 75% or more |
| Russell Goodman Robertson | Registered representative | CFP Chartered Financial Consultant | Feb 2008 (19y) | |
| Guy Robert X. Middleton | Registered representative | Sep 2014 (12y) | ||
| Gregory Peter Grimsley | Registered representative | Jan 2015 (12y) | ||
| Patrick William Kimmel | Registered representative | Jan 2021 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗