41 University Drive
Suite 400
Newtown, Pennsylvania 18940
Tel: 1 (888) 902-6366
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 311111 |
SEC# | 801-119692 |
Assets Managed by Firm | $127,197,147 |
No. of Clients | 279 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 279 | $127,197,147 |
Individuals (other than high net worth individuals) | 79 | $30,547,268 |
High net worth individuals | 22 | $96,649,879 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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