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TOWERCREST CAPITAL MANAGEMENT, LLC

NEWTOWN, PA · CRD 152069 · IAPD ↗ · 215-809-2000

$717.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — TOWERCREST CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
November 2024 — TOWERCREST CAPITAL MANAGEMENT, LLC now reports custody of client assets ($4.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.