← Directory
VERICREST PRIVATE WEALTH, LLC
CRD 311111File 801-119692
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$137.8M
Bottom 25% of cohort (national)
Discretionary AUM
$133.5M
Non-discretionary $4.4M
Clients
109
401 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 26, 2020
- Principal office
- 41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA, 18940
- Phone
- 1 (888) 902-6366
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $137.8M
- Discretionary AUM
- $133.5M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 77
- Total accounts
- 401
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $102.0M |
| Pension and profit sharing plans | Fewer than 5 | $4.4M |
| Individuals (other than high net worth individuals) | 72 | $31.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.