Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors

Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors (CRD# 122587) is a financial advisory firm headquartered in Williamsburg, VA. They manage $131,140,884 in 124 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $1,057,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX, VA

Financial Advisors at Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert C. Smith
CRD#: 3004952
351 Mclaws Circle, Ste. 1, Williamsburg, VA 23185
96
Wealthminder
score

Robert Smith (CRD# 3004952) is an Investment Advisor Representative working at Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors in Williamsburg, VA and has over 18 years of experience in the finance industry. Robert Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert G. Topping
CRD#: 1109749
351 Mclaws Circle, Ste. 1, Williamsburg, VA 23185
96
Wealthminder
score

Robert Topping (CRD# 1109749) is an Investment Advisor Representative working at Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors in Williamsburg, VA and has over 32 years of experience in the finance industry. Robert Topping has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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