VETTER PLANNING

VETTER PLANNING is an SEC-registered investment adviser (CRD 281856). Regulatory assets under management: $41.6M.

Registration

• CRD: 281856
• Type: Registered investment adviser
• Phone: 973-638-2508
• Latest filing: 2026-03-13
• Regulatory AUM: $41.6M
• Discretionary AUM: $41.6M
• Clients: 1
• Accounts: 131

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search