# Vericrest Private Wealth

Vericrest Private Wealth is a Bank / Wealth / Trust based in Newtown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newtown, United States
- **Region:** North America
- **Address:** Newtown, PA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** vericrestprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/vericrest-private-wealth

## Regulatory record

- **CRD number:** 311111
- **SEC file number:** 801-119692
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311111

## About

Vericrest Private Wealth is a Pennsylvania-based registered investment advisor from Newtown, a borough in Bucks County. The firm's founding date is not public record, but its operational footprint places it within the suburban Philadelphia wealth corridor. The firm's investment strategy runs on discretionary asset management, financial planning, and retirement services. Unlike a fund manager, Vericrest deploys capital directly through separately managed accounts rather than commingled vehicles, customizing allocations for each client. Geographic reach remains local — primarily southeastern Pennsylvania and adjacent New Jersey markets. Team size and aggregate assets are not disclosed, consistent with many independent RIAs of this profile. The firm's structural differentiator lies in its RIA-only, non-broker-dealer posture — a fiduciary standard that separates it from wirehouse-affiliated advisors. For a local practice in Bucks County, this independence may confer modest edge in tailoring trusts and estate plans without product-shelf constraints. Succession and continuity risk, however, remain unaddressed in public disclosures, a material question for allocators evaluating small-firm counterparty risk.

## Questions

### What investment stages does Vericrest typically target?

Vericrest's stated services — retirement planning, asset management, and financial consulting — align with standard liquid-market and income-oriented portfolios rather than venture, growth equity, or private stage investing. It does not market stage-specific investment programs.

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Last updated: 2026-08-11T02:43:31.692Z

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