RIA Intel›Advisers›New Jersey›VETTER PLANNING LLC

VETTER PLANNING LLC

Advisory

NJ

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in NJ

#765

of 775 advisers by AUM

Average account

$317K

across 131 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

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

59 clients

18 high-net-worth

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

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