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VERICREST PRIVATE WEALTH, LLC

41 University Drive
Suite 400
Newtown, Pennsylvania 18940
Tel: 1 (888) 902-6366

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About VERICREST PRIVATE WEALTH, LLC

VERICREST PRIVATE WEALTH, LLC, formally registered with the SEC as VERICREST PRIVATE WEALTH, LLC. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

VERICREST PRIVATE WEALTH, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $127,197,147 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311111
SEC#801-119692
Assets Managed by Firm$127,197,147
No. of Clients279
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total279$127,197,147
Individuals (other than high net worth individuals)79$30,547,268
High net worth individuals22$96,649,879

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