Investment adviser · CRD 311111

VERICREST PRIVATE WEALTH, LLC

Investment adviser filing (IA)

NEWTOWN, PA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$138M
Form ADV · Item 5.F
Client accounts
401
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals37$101,991,25674.0%
Individuals72$31,469,15822.8%
Retirement plansFewer than 5$4,350,9263.2%
Filing source

Form ADV 2082244 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ADVEST SHORT DURATION REAL ESTATE FUND IReal Estate Fund · Last reported Sep 14, 2021$13.6MGross asset value

Form D fundraising filings

Advest Short Duration Real Estate Fund I LLC

Auditor ARMANINO LLP SAN RAMON, California, United States
Custodian HUNTINGDON VALLEY BANK HUNTINGDON VALLEY, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ARMANINO LLP
PCAOB 32

Fund details & source
Fund ID
805-7889127042
Reported beneficial owners
0
Minimum commitment
$500K
Form D file number
021-334936

Form ADV 1565740 · Sep 14, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

41 UNIVERSITY DRIVE, SUITE 400
NEWTOWN, PA, 18940, United States

CRD 311111

Filing source

Form ADV 2082244 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.