WEALTHCREST FINANCIAL SERVICES, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Virginia, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	5
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	531	$371.9M
Non-Discretionary	0	$0
Total	531	$371.9M

Clients

Type	Number	RAUM
Individuals	366	$58.7M
HNW Individuals	165	$313.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	12
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation	% of AUMHourly chargesFixed feesCommissions
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	9.8M
Both for Same	0

Portfolio Manager to Program	Sponsor
WEALTHPORT WRAP	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Identifiers

SEC RIA File Number	801-110730
SEC ERA File Number	801-110730
SEC CIK Numbers	None
SEC CRD Numbers	130049
Legal Entity Identifier	None

Principal Office

7880 BACKLICK ROAD
SUITE ONE
SPRINGFIELD
VA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic