# ALLVET FINANCIAL

ALLVET FINANCIAL is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://allvetfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/allvet-financial

## Regulatory record

- **CRD number:** 336247
- **SEC file number:** 801-136165
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336247

## About

Helping veterinarians take control of their finances and build a life they love. | Founded by Meredith Jones, DVM, CSLP®, AFC®, Allvet Financial is a financial planning firm that works exclusively with veterinarians and their families. Whether you’re navigating student loans, thinking about a career shift, or planning for the future, we offer personalized advice grounded in real-world veterinary experience - and a genuine understanding of what it’s like to be in your shoes.

## Questions

### Who runs investment decisions at ALLVET FINANCIAL?

No named principals or investment committee members have been publicly identified. The firm's leadership structure is not disclosed in available records.

### How does ALLVET FINANCIAL source deal flow?

No information on deal sourcing has been published by the firm or reported in external sources. The entity's investment process is unknown.

### What investment stages does ALLVET FINANCIAL typically target?

Stage preferences are not disclosed. Available records mention no venture, growth, buyout, or credit mandates.

### Which sectors does ALLVET FINANCIAL explicitly avoid?

No sector exclusions have been stated publicly. The firm's sector focus, if any, is not verifiable.

## Related profiles

- [Cedar Cove Wealth Partners](https://altss.com/profile/cedar-cove-wealth-partners)
- [Tabernacle Equity Management](https://altss.com/profile/tabernacle-equity-management-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/allvet-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology