Towercrest Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 6, 2026, reports $718M in regulatory assets under management, 1 employee, and 1,461 accounts.
Assets Under Management
$718M
Employees
1
Offices
--
Total Clients
84
Primary office
NEWTOWN, PA
41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA, United States
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
42
2
Individuals
48.8%
41
3
Other Advisers
1.2%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$718Mas of March 6, 2026
Discretionary100.0%
$718M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$718M
Total Accounts1,461
10Y AUM Change+$575M (+401.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee84:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.