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Vericrest Private Wealth, LLC

● SEC registered since 2020CRD 311111SEC# 801-119692Newtown, PA
Export (members)
Reg. AUM
$113.1M
Employees
2
Accounts
353
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 $113.1 million in regulatory assets under management and employs 2 people.
www.vericrestprivatewealth.comView on SEC.gov ↗

Vericrest Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
William F Davis ControlManaging Member And CcoOver 75%2023

Frequently asked questions

How much does Vericrest Private Wealth, LLC manage?

Vericrest Private Wealth, LLC reports $113.1 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

Address41 University Drive, Suite 400, Newtown, PA 18940
Phone1 (888) 902-6366
Office hours9:00a.m. - 6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.5M
Non-discretionary$3.5M
Total (RAUM)$113.1M