Overview
Assets Under Management: $291 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Frequently Asked Questions
WEALTH COVENANT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291453), WEALTH COVENANT GROUP LLC is subject to fiduciary duty under federal law.
WEALTH COVENANT GROUP LLC is headquartered in HOUSTON, TX.
WEALTH COVENANT GROUP LLC serves 60 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, WEALTH COVENANT GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEALTH COVENANT GROUP LLC manages $291 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, WEALTH COVENANT GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.86
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 363
Discretionary Accounts: 363
Regulatory Filings
CRD Number: 291453
Last Filing Date: 2025-01-10 00:00:00
Website: https://wealthcovenantgroup.com