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VERICREST PRIVATE WEALTH, LLC

NEWTOWN, PA · CRD 311111 · IAPD ↗ · vericrestprivatewealth.com · 1 (888) 902-6366

$137.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — VERICREST PRIVATE WEALTH, LLC notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — VERICREST PRIVATE WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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