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Allvet Financial LLC

● SEC registered since 2026CRD 336247SEC# 801-136165
Export (members)
Reg. AUM
$1.3M
Employees
2
Accounts
70
Location

Allvet Financial LLC assets under management

Allvet Financial LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $1.3 million in regulatory assets under management and employs 2 people.

Allvet Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Meredith Bailey Jones ControlPresident And Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Allvet Financial LLC manage?

Allvet Financial LLC reports $1.3 million in regulatory assets under management on its Form ADV.

How many employees does Allvet Financial LLC have?

Allvet Financial LLC reports 2 employees.

Does Allvet Financial LLC disclose fund performance?

Allvet Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(804) 201-4615
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.3M
Non-discretionary$0
Total (RAUM)$1.3M