# Vericrest Private Wealth, LLC

> Vericrest Private Wealth, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 311111
- Filed as: VERICREST PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311111
- AdvisorCensus page: https://advisorcensus.com/firm/vericrest-private-wealth-llc-newtown-pa-311111

## Quick answers

**How is Vericrest Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vericrest Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Vericrest Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $300 an hour (Financial planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vericrest Private Wealth, LLC located?**
Vericrest Private Wealth, LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is Vericrest Private Wealth, LLC registered with the SEC or a state?**
Vericrest Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311111.

**How much does Vericrest Private Wealth, LLC manage?**
Vericrest Private Wealth, LLC reports $137,811,340 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (97% discretionary).

**How have Vericrest Private Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vericrest Private Wealth, LLC: Regulatory assets under management: $133,943,003 in the October 2021 data and $137,811,340 in the October 2026 data, up 3%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vericrest Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (37).

**Which custodians does Vericrest Private Wealth, LLC use?**
Vericrest Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Vericrest Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311111

**Does Vericrest Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "A minimum of $1,000,000 of assets is necessary to establish a relationship with Vericrest. Exceptions can be made in the discretion of Vericrest."

**What changed in Vericrest Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $113,065,313 to $137,811,340 (+22%). Registered or notice-filed in FL, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> A minimum of $1,000,000 of assets is necessary to establish a relationship with Vericrest. Exceptions can be made in the discretion of Vericrest.

- Hourly rate: $300 an hour (Financial planning and consulting fees)

> Financial planning and consulting fees are negotiable but are generally $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $137,811,340
- Discretionary: $133,460,414
- Non-discretionary: $4,350,926

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $31,469,158 |
| High net worth individuals | 37 | $101,991,256 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,350,926 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vericrestprivatewealth.com
- LinkedIn @vericrest-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,943,003 | 2 | September 14, 2021 |
| October 2022 | $121,149,333 | 2 | August 12, 2022 |
| October 2023 | $139,968,139 | 2 | July 12, 2023 |
| October 2024 | $127,197,147 | 2 | April 1, 2024 |
| October 2025 | $113,065,313 | 2 | March 28, 2025 |
| October 2026 | $137,811,340 | 2 | March 25, 2026 |

Regulatory assets under management: $133,943,003 in the October 2021 data and $137,811,340 in the October 2026 data, up 3%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $113,065,313 to $137,811,340 (+22%).
- Registered or notice-filed in FL, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vericrest Private Wealth, LLC (CRD 311111): Form ADV filing data as of October 2026.