Be advised. This firm is no longer registered.

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 $148,431,739 in 578 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
351 Mclaws Circle, Suite 1, Williamsburg, VA 23185
http://www.covenantwealthadvisors.com/new/covenantwealthadvisor/
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $256,802
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
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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