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Vericrest Private Wealth, LLC

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Client assets under management

$133,460,414

Clients

109

34% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

55

Typical

Average account size

$1,224,407

About

Vericrest provides investment management and financial planning to individuals (including high-net-worth clients) and to institutional clients such as retirement plans. The firm is fee-only, manages approximately $137.8 million primarily on a discretionary basis, and typically builds diversified portfolios using exchange-traded funds.

Its investment philosophy emphasizes asset allocation as the primary driver of long-term returns and favors low-cost, low-turnover, globally diversified ETF-based portfolios; the firm also uses third‑party sub-advisors to assist in portfolio implementation and performs ongoing account monitoring. Vericrest offers a wrap fee program and discloses that clients may incur borrowing or margin interest in their accounts, with such costs borne by the client.

Vericrest is distinctive among peers for its involvement with private pooled funds managed by an affiliated advisor — including the Advest Short Duration Real Estate Fund I and the Advest Residential Construction Fund I — which it may recommend to qualified clients on a non-discretionary basis. The combination of sponsoring a wrap fee program, recommending affiliated private funds (with disclosed conflicts), and permitting borrowing in client accounts is relatively uncommon for firms in this support category and may be relevant for prospective clients assessing conflicts and potential costs.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Private / alternative investments

Fee options

Fixed

Stand-alone fixed fee for financial planning services (negotiable).

Percentage

$1,000,000 - $3,000,000: 1.25% $3,000,001 - $7,000,000: 1.00% $7,000,001+: 0.85%

Project-based

Generally $300 per hour for stand-alone financial planning and consulting services.

Other

Account minimum: $1,000,000 Fee-only: Fee-only firm; does not accept commissions or performance-based fees.

Main office location

Vericrest Private Wealth, LLC

41 University Drive, Suite 400

Newtown PA 18940, United States

Number of offices

1

Most active in

More info

Florida · New Jersey · Pennsylvania · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 1 (888) 902-6366

Advisors at this firm

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user avatar

Griffin H

Series 65

Newtown, PA

Vericrest Private Wealth, LLC

Griffin Haviken is a Series 65 licensed advisor with 16 years of industry experience. He is currently with Vericrest Private Wealth, LLC and has been associated with Towercrest Capital Management since 2009. Outside of his advisory role, he is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth is a fee-only registered investment adviser serving individuals, trusts, pension plans, and corporate clients. The firm emphasizes asset allocation through low-cost, globally diversified portfolios primarily using exchange-traded funds, with discretionary management and ongoing account reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Private / alternative investments
user avatar

William D

CFP®, Series 63, Series 66

Newtown, PA

Vericrest Private Wealth, LLC

William Davis is a CFP® professional with 12 years of experience in financial advising. He is currently with Vericrest Private Wealth, LLC and previously worked at Ameriprise Financial Services, Prism Advisory Group, and APEX Financial Advisors. Outside of his advisory role, he serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund nonprofit, and he is an adjunct instructor teaching financial planning. He is also a performing musician. Vericrest Private Wealth is a fee-only registered investment adviser serving individuals, trusts, pension plans, and corporate clients. The firm emphasizes asset allocation through low-cost, globally diversified portfolios primarily using exchange-traded funds and employs discretionary management with ongoing account reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Private / alternative investments
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