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VERICREST PRIVATE WEALTH, LLC
CRD 311111 · SEC 801-119692
41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA, 18940, United States
Phone
1 (888) 902-6366
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.8M
Discretionary AUM
$133.5M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $31.5M |
| High net worth individuals | 37 | $102.0M |
States served
NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD