VERICREST PRIVATE WEALTH, LLC
CRD #311111 SEC #801-119692 NEWTOWN, PA 1 (888) 902-6366
SEC Registered
Total AUM
$113.1M
Discretionary
$109.5M
Employees
2
Clients
51
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $113.1M | $109.5M | $3.5M | 2 | 0 |
| Mar 2025 | $113.1M | $109.5M | $3.5M | 2 | 0 |
| Apr 2024 | $127.2M | $127.2M | $0 | 2 | 0 |
| Mar 2024 | $127.2M | $127.2M | $0 | 2 | 0 |
| Feb 2024 | $140M | $140M | $0 | 2 | 0 |
| Jul 2023 | $140M | $140M | $0 | 2 | 0 |
| Apr 2023 | $98.3M | $98.3M | $0 | 2 | 0 |
| Mar 2023 | $93.6M | $93.6M | $0 | 2 | 0 |
| Aug 2022 | $121.1M | $121.1M | $0 | 2 | 0 |
| May 2022 | $121.1M | $121.1M | $0 | 2 | 0 |
| Mar 2022 | $121.1M | $121.1M | $0 | 2 | 0 |
| Mar 2022 | $121.1M | $121.1M | $0 | 2 | 0 |
| Sep 2021 | $133.9M | $133.9M | $0 | 2 | 0 |
| Aug 2021 | $103.9M | $103.9M | $0 | 2 | 0 |
| Jun 2021 | $103.9M | $103.9M | $0 | 2 | 0 |
| Mar 2021 | $103.9M | $103.9M | $0 | 2 | 0 |
| Mar 2021 | $101.2M | $101.2M | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.5M
Employees2
Clients0
DateMar 2025
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.5M
Employees2
Clients0
DateApr 2024
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$98.3M
Discretionary$98.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0