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Building 2VERICREST PRIVATE WEALTH, LLC

Map pinNEWTOWN, PA
Phone1 (888) 902-6366
NotebookSEC #801-119692
Total AUM
$137.8M
Employees
2
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA 18940
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
1 (888) 902-6366

ReceiptFinancials

Total AUM
$137.8M
Accounts
401
Discretionary
$133.5M
Accounts
324
Non-Discretionary
$4.4M
Accounts
77

ContactClients

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Individual Clients
72
AUM
$31.5M
HNW Individual Clients
37
AUM
$102M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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