DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••••••• P•••••• W•••••• L••
Latest filing Mar 25, 2026
First filing on the tape Sep 25, 2020 · 23 filings
SEC status approved since Oct 26, 2020
RAUM
$138M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
97%
$133M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$68.9M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$138M as of Mar 25, 2026
Mar 30, 2021$104M then
HNW client RAUM$102M as of Mar 25, 2026
Mar 30, 2021$91.0M then
State-registered IARs (5.B.3)2 as of Mar 25, 2026
Mar 30, 20212 then
Employees (5.A)2 as of Mar 25, 2026
Mar 30, 20212 then
Private funds: 1
RAUM +22% over the last fiscal year+14% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $68.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 55derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $343,669derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $110MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$102M74%
- Individuals$31.5M23%
- Pension and profit-sharing plans$4.4M3.2%
- Individual clients
- 72reported
- HNW clients
- 37reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 401reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $110M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••• M•••••• H•••••• | Newtown, Pa | Mar 15, 2021 | 17 y | 1 |
| W•••••• F• D••••Certified Financial Planner | Newtown, Pa | Mar 26, 2024 | 26 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- W•••••• F• D•••• from A••••••••• F•••••••• S•••••••• L••Mar 26, 2024 · Affiliated broker-dealer or bank to independent RIA
- G•••••• M•••••• H•••••• from T••••••••• C•••••• M••••••••• L••Mar 15, 2021 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• S•••• D••••••• R••• E••••• F••• I•no longer reported | Real Estate Fund | $13.6M | 0 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- D••••• W••••••• F• · Managing Membercontrolsince 04/2023 · owns 75% or more
- H••••••• G••••••• M•••••• · Managing Member, Chief Compliance Officercontrolsince 08/2020 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newtown, Pa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 353 to 401Nov 24, 2025 to Mar 25, 2026
- Advisory employees · 2 to 1Nov 24, 2025 to Mar 25, 2026
- HNW clients · 30 to 37Nov 24, 2025 to Mar 25, 2026
- Individual clients · 71 to 72Nov 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $110M to $133MNov 24, 2025 to Mar 25, 2026
- HNW RAUM · $80.2M to $102MNov 24, 2025 to Mar 25, 2026
- Individual RAUM · $32.8M to $31.5MNov 24, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $3.5M to $4.4MNov 24, 2025 to Mar 25, 2026
- Pension RAUM · unset to 4350926.0Nov 24, 2025 to Mar 25, 2026
- RAUM · $113M to $138MNov 24, 2025 to Mar 25, 2026
- Accounts · 279 to 353Apr 1, 2024 to Mar 28, 2025
- HNW clients · 22 to 30Apr 1, 2024 to Mar 28, 2025
- Individual clients · 79 to 71Apr 1, 2024 to Mar 28, 2025
- Financial planning clients · 26-50 to 51-100Apr 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $127M to $110MApr 1, 2024 to Mar 28, 2025
- HNW RAUM · $96.6M to $80.2MApr 1, 2024 to Mar 28, 2025
- Individual RAUM · $30.5M to $32.8MApr 1, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $0 to $3.5MApr 1, 2024 to Mar 28, 2025
- RAUM · $127M to $113MApr 1, 2024 to Mar 28, 2025
- Wrap assets (sponsor) · $127M to $110MApr 1, 2024 to Mar 28, 2025
- Wrap assets (sponsor) · $12.7M to $127MMar 27, 2024 to Apr 1, 2024
- Accounts · 265 to 279Feb 16, 2024 to Mar 27, 2024
- HNW clients · 92 to 22Feb 16, 2024 to Mar 27, 2024
- Individual clients · unset to 79.0Feb 16, 2024 to Mar 27, 2024
- Assets in custody · 15471001.0 to unsetFeb 16, 2024 to Mar 27, 2024
- Custody of client assets · true to falseFeb 16, 2024 to Mar 27, 2024
- Discretionary RAUM · $140M to $127MFeb 16, 2024 to Mar 27, 2024
- HNW RAUM · $140M to $96.6MFeb 16, 2024 to Mar 27, 2024
- Individual RAUM · unset to 30547268.0Feb 16, 2024 to Mar 27, 2024
- RAUM · $140M to $127MFeb 16, 2024 to Mar 27, 2024
- Wrap assets (manager) · $140M to $0Feb 16, 2024 to Mar 27, 2024
- Wrap assets (sponsor) · $140M to $12.7MFeb 16, 2024 to Mar 27, 2024
- Accounts · 111 to 265Apr 28, 2023 to Jul 12, 2023
- HNW clients · 35 to 92Apr 28, 2023 to Jul 12, 2023
- Discretionary RAUM · $98.3M to $140MApr 28, 2023 to Jul 12, 2023
- HNW RAUM · $98.3M to $140MApr 28, 2023 to Jul 12, 2023
- RAUM · $98.3M to $140MApr 28, 2023 to Jul 12, 2023
- Wrap assets (manager) · $98.3M to $140MApr 28, 2023 to Jul 12, 2023
- Wrap assets (sponsor) · $98.3M to $140MApr 28, 2023 to Jul 12, 2023
- Advisory activities · 2 to 3Mar 29, 2023 to Apr 28, 2023
Signals
2 dated events
- F William Davis (Managing Member) appeared on Schedule A of V•••••••• P•••••• W•••••• L••Apr 28, 2023 · Control person joined · fact
- V•••••••• P•••••• W•••••• L•• filed its initial SEC registration (Form ADV)Sep 25, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 267-751-3412reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 267-685-6550reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/vericrest-private-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- v•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1 (888) 902-6366reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- v•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- v•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
V•••••••• P•••••• W•••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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