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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2020
- Office Locations
- 1
Office Locations
About Vetworth
VetWorth (FivePoints Financial Planning) is a fee-only, fiduciary RIA providing financial planning and investment management virtually to veterinarians nationwide and locally around south Atlanta/Peachtree City, GA; it also highlights expertise in Delta Air Lines benefits for Delta employees. Planning covers goals-based advice across areas like college, retirement, taxes, and student loans. Portfolios are primarily ETF- and mutual-fund-based with active asset allocation and risk management. Founder Andrew Langdon is part of the Veterinarian Financial Advisor Network.
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Investment Themes
Investment Vehicles
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Owner & Executives
ANDREW JOSEPH LANGDON
Chief Compliance Officer, President
- CRD
- #6392975
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,294,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,294,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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