CRD: 311111
Vericrest Private Wealth, LLC
$137.8M Total AUM
$133.5M Disc. AUM
3.7% 3Y CAGR
2 Employees
109 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-26-2020
- Office Locations
- 1
Office Locations
41 University Drive Suite 400 Newtown PA
About Vericrest Private Wealth, LLC
Vericrest Private Wealth is a fee-only RIA in Bucks County, PA providing investment management and financial planning for individuals, families, endowments, and trusts (typically $1M+). Portfolios are built from decades of evidence-based research and generally use passive ETF indexes, with rebalancing and tax-efficient implementation. Client assets are custodied at Fidelity or Schwab.
Team overview
51 AVG AGE
$137.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
WILLIAM F DAVIS
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5710523
- Ownership
- 75% or more
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Available
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G
GRIFFIN MICHAEL HAVIKEN
Investment Advisor
- CRD
- #2565439
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,460,414 | $411,915 |
| Non-Discretionary | $4,350,926 | $56,506 |
| Total | $137,811,340 | $343,669 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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