Vericrest Private Wealth, LLC
Vericrest Private Wealth, LLC is an SEC-registered wealth manager in Newtown, PA with $137.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Vericrest Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311111, SEC 801-119692, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $137.8M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Newtown, PA
- Employees
- 2
- Clients
- 109
- CRD
- 311111
- Ownership
- HAVIKEN, GRIFFIN, MICHAEL; DAVIS, WILLIAM, F
How much AUM does Vericrest Private Wealth, LLC have?
Vericrest Private Wealth, LLC reported $137.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Vericrest Private Wealth, LLC?
Disclosed owners and executives of Vericrest Private Wealth, LLC include HAVIKEN, GRIFFIN, MICHAEL, DAVIS, WILLIAM, F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.