Allvet Financial
RIASEC RegisteredEst. 2026
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 LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with some work for small businesses. The firm provides financial planning and portfolio management and charges a mix of AUM-based fees and fixed fees. It operates across multiple states, is owned by an individual, and does not position itself as a capital allocator, pension consultant, or ESG-focused manager.
Assets & Accounts
Investments & Alternatives
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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