RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
DAVIS, WILLIAM, FIMANAGING MEMBERE Control
DAVIS, WILLIAM, FIMANAGING MEMBERE Control
DAVIS, WILLIAM, FIMANAGING MEMBERE Control
DAVIS, WILLIAM, FIMANAGING MEMBER AND CCOE Control
DAVIS, WILLIAM, FIMANAGING MEMBER AND CCOE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
DAVIS, WILLIAM, FIMANAGING MEMBERD Control
DAVIS, WILLIAM, FIMANAGING MEMBERD Control
DAVIS, WILLIAM, FIMANAGING MEMBERD Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
HAVIKEN, GRIFFIN, MICHAELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Nov 24, 2025 REGISTERED

Notice Filings (2)

NJ PA

Address

41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN, PA 18940
United States
Phone: 1 (888) 902-6366