VERICREST PRIVATE WEALTH, LLC

41 University Drive
Suite 400
Newtown, Pennsylvania 18940
Tel: 1 (888) 902-6366

About VERICREST PRIVATE WEALTH, LLC

VERICREST PRIVATE WEALTH, LLC, formally registered with the SEC as VERICREST PRIVATE WEALTH, LLC. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

VERICREST PRIVATE WEALTH, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $127,197,147 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311111
SEC#	801-119692
Assets Managed by Firm	$127,197,147
No. of Clients	279
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	279	$127,197,147
Individuals (other than high net worth individuals)	79	$30,547,268
High net worth individuals	22	$96,649,879

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