VERICREST PRIVATE WEALTH, LLC
Adviser information for VERICREST PRIVATE WEALTH, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 279 | $127.2M |
| Non-Discretionary | 0 | $0 |
| Total | 279 | $127.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 79 | $30.5M |
| HNW Individuals | 22 | $96.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 12.7M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| VERICREST PRIVATE WEALTH | VERICREST PRIVATE WEALTH |
Identifiers
| SEC RIA File Number | 801-119692 |
|---|---|
| SEC ERA File Number | 801-119692 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311111 |
| Legal Entity Identifier | None |
Principal Office
41 UNIVERSITY DRIVESUITE 400
NEWTOWN
PA
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 1 (888) 902-6366, Fax: None
Chief Compliance Officer
GRIFFIN HAVIKEN
MANAGING MEMBER
41 UNIVERSITY DRIVE
SUITE 400
NEWTOWN
PA
United States
Tel:
1 (888) 902-6366
G******@*************************M
(Full email address available in API data)
Regulatory Contact
ALAN GILMORE
21 ROUTE 31 NORTH, SUITE B5-A
PENNINGTON
NJ
United States
Tel:
6092164787
A*******@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAVIKEN, GRIFFIN, MICHAEL | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 08/2020 | < 5% |
| DAVIS, WILLIAM, F | Individual | – | MANAGING MEMBER | 04/2023 | > 75% |