Wealth Covenant Group LLC

Wealth Covenant Group LLC (CRD# 291453) is a financial advisory firm headquartered in Houston, TX. They manage $290,733,000 in 363 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7904 N. Sam Houston Pkwy W., Suite 310, Suite 310, Houston, TX 77064
https://twitter.com/wealth_covenant
By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $800,917
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Wealth Covenant Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dennis Stavinoha, financial advisor Houston TX
Dennis W. Stavinoha
CRD#: 2802275
7904 N. Sam Houston Pkwy W., Suite 310, Houston, TX 77064

Dennis Stavinoha (CRD# 2802275) is an Investment Advisor Representative working at Wealth Covenant Group LLC in Houston, TX and has over 27 years of experience in the finance industry.

2
Dylan Tarpey, financial advisor Houston TX
Dylan M. Tarpey
CRD#: 6831575
7904 N. Sam Houston Pkwy W., Suite 310, Suite 310, Houston, TX 77064

Dylan Tarpey (CRD# 6831575) is an Investment Advisor Representative working at Wealth Covenant Group LLC in Houston, TX and has over 6 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.

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