Allvet Financial
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 a small, independently owned registered investment adviser that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging either a percentage of assets or fixed fees. The firm is multi-state and organized as an LLC under individual ownership. It does not identify as an active ESG investor, does not act as a capital allocator in the sense of running separate manager-of-managers programs, and is not a pension consultant or related-adviser network member. The firm’s SEC registration year is listed as 2026.
Assets & Accounts
Public Holdings
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%
Contacts
2 of 2
Meredith Jones
FounderCRD 7681191
Joseph Warner
Associate Financial PlannerCRD 6635392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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