Towercrest Capital Management, LLC
Towercrest Capital Management, LLC is an SEC-registered ria in Newtown, PA with $717.6M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Towercrest Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152069, SEC 801-80857, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $717.6M (2026-06-22)
- Firm type
- Ria
- Location
- Newtown, PA
- Employees
- 1
- Clients
- 83
- CRD
- 152069
- Ownership
- SNYDER, CURTIS, WAYNE; HAVIKEN, GRIFFIN, MICHAEL; HAVIKEN, GRIFFIN, M
How much AUM does Towercrest Capital Management, LLC have?
Towercrest Capital Management, LLC reported $717.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Towercrest Capital Management, LLC?
Disclosed owners and executives of Towercrest Capital Management, LLC include SNYDER, CURTIS, WAYNE, HAVIKEN, GRIFFIN, MICHAEL, HAVIKEN, GRIFFIN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.