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Building 2COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

Map pinWILLIAMSBURG, VA
Phone757 259-0111
NotebookSEC #801-61443
Total AUM
$162.9M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
351 MCLAWS CIRCLE
SUITE 1
WILLIAMSBURG
VA 23185
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
757 259-0111
Other Offices
1

ReceiptFinancials

Total AUM
$162.9M
Accounts
135
Discretionary
$162.9M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$45.6M
HNW Individual Clients
49
AUM
$117.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTXVA

HandshakeAffiliates

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

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