SourcingSourcing

VERICREST PRIVATE WEALTH, LLC

B54
CRD 311111·SEC 801-119692·NEWTOWN, PA
AUM
$137.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$413K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERICREST PRIVATE WEALTH, LLC
CRD
311111
SEC file #
801-119692
EIN
—
DBA names
—

Economics

AUM
$137.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$133.9M → $137.8M▲ +3%
Client mix
Individuals Other72
Individuals High Net Worth37

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
2 advisors → 1 advisors▼ -50%
Primary office
NEWTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
vericrestprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, WILLIAM, F
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DAVIS, WILLIAM, F
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VERICRESTPRIVATEWEALTH.COM
Rdap Domain Creation Date
2020-07-31T19:03:49Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-31T19:03:49Z
Rdap Domain Last Changed
2026-03-10T16:00:12Z
Rdap Nameservers
Bruce.ns.cloudflare.comDavina.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5710523
Trust Company Affiliate
No

People (2)

2
DAVIS, WILLIAM, F
IAR · Direct Owner · 87.5%
5710523
GRIFFIN MICHAEL HAVIKEN
IAR
2565439