VETERAN WEALTH PLANNING

VETERAN WEALTH PLANNING is an SEC-registered investment adviser (CRD 329756). Regulatory assets under management: $24.0M.

Registration

• CRD: 329756
• Type: Registered investment adviser
• Phone: 802-552-0417
• Latest filing: 2026-02-07
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search