Cove Wealth Management

Cove Wealth Management (CRD# 114236) is a financial advisory firm headquartered in Houston, TX. They manage $150,898,515 in 284 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
710 North Post Oak Road, Suite 420, Houston, TX 77024
https://www.covewm.com
By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $531,333
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Cove Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Migdal, financial advisor Houston TX
Jennifer W. Migdal
CRD#: 4952120
710 North Post Oak Road, Suite 420, Houston, TX 77024

Jennifer Migdal (CRD# 4952120) is an Investment Advisor Representative working at Cove Wealth Management in Houston, TX and has over 19 years of experience in the finance industry.

2
Cory Mizell, financial advisor Houston TX
Cory A. Mizell
CRD#: 6698055
710 North Post Oak Road, Suite 420, Houston, TX 77024

Cory Mizell (CRD# 6698055) is an Investment Advisor Representative working at Cove Wealth Management in Houston, TX and has over 7 years of experience in the finance industry.

3
Sarah Mizell, financial advisor Houston TX
Sarah A. Mizell
CRD#: 5343134
710 North Post Oak Road, Suite 420, Houston, TX 77024

Sarah Mizell (CRD# 5343134) is an Investment Advisor Representative working at Cove Wealth Management in Houston, TX and has over 9 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals