$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
-- Ferrisburgh VT
About Veteran Wealth Planning
Veteran Wealth Planning is a fee-only, fiduciary advisory firm serving veterans with MBAs nationwide. It provides proactive tax planning, insurance optimization, financial and estate planning, and ongoing investment management with no investment minimums. Clients use a digital portal stack including RightCapital, Wealth.com, and Altruist, supporting an appointment-based, virtual relationship.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
Henry Streeter Preston
Chief Compliance Officer, FOUNDER
- CRD
- #7854308
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,046,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,046,489 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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