RIA Intel›Advisers›Pennsylvania›VERICREST PRIVATE WEALTH, LLC

VERICREST PRIVATE WEALTH, LLC

Advisory

N·NEWTOWN, PA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$138M

1-Year AUM Growth

-11.1%

3-Year CAGR

-2.3%

Employees

1

Assets Under Management

Total AUM$138M

Discretionary AUM$133M

Non-Discretionary AUM$4M

Discretionary %96.8%

Total Clients101

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record19

First FilingSep 25, 2020

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VERICREST PRIVATE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.