Vericrest Private Wealth, LLC

RIASEC Registered

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, individually owned registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2020) and works primarily with individual and family clients under a percentage-of-AUM fee model. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports no active ESG investing mandate and is not described as a multi-state or newly formed adviser. Vericrest also has industry affiliations that go beyond standard advisory roles: the firm is connected with an insurance company and acts as a sponsor, general partner, or managing member of pooled investment vehicles. That suggests capability to sponsor or operate collective investment structures in addition to delivering client-facing portfolio management.