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Building 2COVENANT WEALTH ADVISORS

Map pinRICHMOND, VA
Phone(804) 729-5265
NotebookSEC #801-114868
Total AUM
$909.6M
Employees
12
Clients
523

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8001 FRANKLIN FARMS DRIVE
RM 208
RICHMOND
VA 23229
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(804) 729-5265
Other Offices
2

ReceiptFinancials

Total AUM
$909.6M
Accounts
1,890
Discretionary
$890.2M
Accounts
1,845
Non-Discretionary
$19.5M
Accounts
45

ContactClients

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Individual Clients
242
AUM
$122.8M
HNW Individual Clients
280
AUM
$783.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLGALAMAMDNCNENHNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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