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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VERICREST PRIVATE WEALTH, LLC

CRD 311111

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cd3d5fc0-f9dd-7b56-8058-008c7a3bb81f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 1
Observed: Sep 25, 2020 to Mar 25, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Vericrest Private Wealth, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $138MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $133MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $68.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 401
Individual clients: 72
High net worth clients: 37
SEC number: 801-119692
CRD: 311111
Filings on the tape: 23
First filed: Sep 25, 2020
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: vericrestprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GRIFFIN MICHAEL HAVIKEN	n/a	Newtown, PA	5	17	1	no
WILLIAM F DAVIS	Certified Financial Planner	NEWTOWN, PA	2	26	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ADVEST SHORT DURATION REAL ESTATE FUND I	Real Estate Fund	$13.6M	Sep 14, 2021	0	Mar 28, 2019	dropped	021-334936

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS, WILLIAM, F	MANAGING MEMBER	E	yes	04/2023	Apr 28, 2023	Apr 1, 2024
HAVIKEN, GRIFFIN, MICHAEL	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	Na	yes	08/2020	Sep 25, 2020	Apr 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$138M	$133M	2	1	n/a	n/a
2024	Mar 28, 2025	$113M	$110M	2	2	n/a	n/a
2023	Mar 27, 2024	$127M	$127M	2	2	n/a	n/a
2022	Mar 29, 2023	$93.6M	$93.6M	2	2	n/a	n/a
2021	Mar 23, 2022	$121M	$121M	2	2	n/a	n/a
2020	Mar 30, 2021	$104M	$104M	2	2	1	$12.9M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$138M	$113M	21.9%	$93.6M	13.8%	2	2	0	0

Relationships

Registered with (2)

← WILLIAM F DAVISAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← GRIFFIN MICHAEL HAVIKENAdvisorregistration: current employment
Mar 15, 2021 to presentfactForm ADV

Controls (2)

← HAVIKEN, GRIFFIN, MICHAELOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 25, 2020 to Apr 1, 2024factForm ADV
← DAVIS, WILLIAM, FOwnerMANAGING MEMBER, ownership code E, individual
Apr 28, 2023 to Apr 1, 2024factForm ADV

Advises (1)

→ ADVEST SHORT DURATION REAL ESTATE FUND IPrivate fundReal Estate Fund, IA, no longer reported
Mar 28, 2019 to Sep 14, 2021factForm ADV

Dated events

Occurred
Apr 28, 2023
Control person joined
F William Davis (Managing Member) appeared on Schedule A of Vericrest Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Sep 25, 2020
First Form ADV filing
Vericrest Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd3d5fc0-f9dd-7b56-8058-008c7a3bb81f
First observed: Sep 25, 2020
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERICREST PRIVATE WEALTH, LLC

CRD 311111

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cd3d5fc0-f9dd-7b56-8058-008c7a3bb81f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GRIFFIN MICHAEL HAVIKEN

n/a

Newtown, PA

WILLIAM F DAVIS

Certified Financial Planner

NEWTOWN, PA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ADVEST SHORT DURATION REAL ESTATE FUND I

Real Estate Fund

$13.6M

Sep 14, 2021

Mar 28, 2019

dropped

021-334936

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, WILLIAM, F

MANAGING MEMBER

yes

04/2023

Apr 28, 2023

Apr 1, 2024

HAVIKEN, GRIFFIN, MICHAEL

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

08/2020

Sep 25, 2020

Apr 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$138M

$133M

n/a

2024

Mar 28, 2025

$113M

$110M

n/a

2023

Mar 27, 2024

$127M

n/a

2022

Mar 29, 2023

$93.6M

n/a

2021

Mar 23, 2022

$121M

n/a

2020

Mar 30, 2021

$104M

$12.9M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$138M

$113M

21.9%

$93.6M

13.8%