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ALLVET FINANCIAL

· CRD 336247 · IAPD ↗ · (804) 201-4615

$1.3MRegulatory AUM
2Advisory reps
2Employees
81Clients
51-100Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ALLVET FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2026 — ALLVET FINANCIAL notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2026 — ALLVET FINANCIAL notice-filed in NE, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — ALLVET FINANCIAL (location n/a) is newly SEC-registered with $1.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.