Vericrest Private Wealth, LLC
SEC RegisteredLow Cost | Full Service | Independent Advice
About the firm
Vericrest Private Wealth is a fee-only financial advisor located in Bucks County, serving clients locally and across the country. The firm provides comprehensive investment management and financial planning for individuals, families, endowments, and trusts with $1,000,000 or more to invest. Its investment strategy is derived from decades of academic research, with portfolios generally constructed using passive index investments such as exchange-traded funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment management and financial planning, including asset allocation, diversification, rebalancing, tax-efficient investing, and financial planning strategies tailored to client objectives, values, and circumstances.
Who they serve
Individual investors and families, endowments and charitable organizations, trusts and multi-generational households with $1,000,000 or more to invest.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $31M |
| High Net Worth Individuals | 37 | $102M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1,000,000 - $3,000,000 | 1.25% |
| $3,000,001 - $7,000,000 | 1.00% |
| Value above $7,000,000 | 0.85% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vericrest Private Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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