RIA Intel›Advisers›Vermont›VETERAN WEALTH PLANNING LLC

VETERAN WEALTH PLANNING LLC

Advisory

VT

Data as of Feb 7, 2026 · Source: SEC Form ADV

Average account

$382K

across 63 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VT

Closest by assets under management. All figures from Form ADV.

WINDHAM FINANCIAL SERVICES, INC.

$26M

THE ALCHEMISTS, LLC

$26M

GREENHILL FINANCIAL PARTNERS LLC

$27M

SOARING WEALTH LLC

$19M

ABSOLUTE RETURN ADVISORS, LTD.

MANCHESTER CENTER, VT

$29M

CONSERVEST MANAGEMENT CO

$18M

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