VERICREST PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2020

Total AUM

$138M

Discretionary

$133M

97% of AUM

Avg account

$344K

Accounts

401

Employees

Advisory reps

Firm details

Headquarters: NEWTOWN, Pennsylvania
CRD number: 311111
Registered since: October 26, 2020
Website: vericrestprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI74.01%
Individuals22.83%
Pension & Profit Sharing Plans3.16%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Vericrest Private Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is individually owned and serves primarily individual and family clients under a percentage-of-assets fee model. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Vericrest does not identify as an active ESG investor and is not presented as a multi-state adviser or capital allocator in the available data. The firm maintains industry roles beyond advisory work, including affiliations as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles. That suggests involvement in sponsor or manager capacities for certain investment structures, though the specific vehicles and terms are not disclosed in the source material.