Allvet Financial
RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$18.1K
Accounts
70
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 336247
- Registered since
- May 1, 2026
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Allvet Financial is an independent, owner-operated limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and operates across multiple states. Allvet Financial is registered with the SEC (registered in 2026). It does not position itself as a capital allocator and does not identify as an ESG-focused adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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