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Managing Member and CCO · Vericrest Private Wealth, LLC

William F Davis

CRD 5710523 · Named on Form ADV at one SEC-registered adviser

At a glance

Vericrest Private Wealth, LLC, an SEC-registered wealth manager based in Newtown, PA with $138 million in regulatory assets, lists William F Davis on its Form ADV as Managing Member and CCO, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.