Vericrest Private Wealth, LLC

RIASEC RegisteredEst. 2020

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, SEC-registered registered investment adviser that began registration in 2020 and is owned by an individual. The firm focuses on private wealth work for individuals and families and charges fees as a percentage of assets under management. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Vericrest does not position itself as a capital allocator and is not identified as an active ESG investor. The firm maintains industry roles beyond pure advisory: filings note affiliations as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles, which indicates involvement in pooled or sponsored structures in addition to client-facing portfolio management.