Vericrest Private Wealth, LLC
● SEC registered since 2020CRD 311111SEC# 801-119692Newtown, PA
Reg. AUM
$137.8M
Employees
2
Accounts
401
Location
Newtown, PA
Vericrest Private Wealth, LLC assets under management
Vericrest Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Newtown, PA. The firm has been registered since 2020. It reports $137.8 million in regulatory assets under management and employs 2 people.
Vericrest Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William F Davis Control | Managing Member And Cco | Over 75% | 2023 |
Frequently asked questions
How much does Vericrest Private Wealth, LLC manage?
Vericrest Private Wealth, LLC reports $137.8 million in regulatory assets under management on its Form ADV.
How many employees does Vericrest Private Wealth, LLC have?
Vericrest Private Wealth, LLC reports 2 employees.
Where is Vericrest Private Wealth, LLC located?
Vericrest Private Wealth, LLC is based in Newtown, PA and has been SEC-registered since 2020.
Does Vericrest Private Wealth, LLC disclose fund performance?
Vericrest Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 41 University Drive, Suite 400, Newtown, PA 18940 |
| Phone | 1 (888) 902-6366 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$137.8Mregulatory AUM
Discretionary $133.5MNon-discretionary $4.4M