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⚲
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| Wealth Covenant Group LLC
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| |
|---|---|
| CRD # | 291453 |
| SEC # | 801-112278 |
| CIK # | |
| AUM | $290.7 MM (2024-03-01) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 281-640-8100 |
| Address | 7904 N Sam Houston Pkwy W, Suite 310 Houston, TX 77064 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 12.0 |
| (b) Individuals (high net worth individuals) | 60 | 278.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 363 | 290.7 |
| By Discretionary | ||
| Discretionary | 363 | 290.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 363 | 290.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.7 | |
| Total | 363 | 290.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Investment Center Inc
✚
|
IL | 0.3 |
|
Carter Financial Group Inc
✚
|
IL | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Destiny Capital Corporation
✚
|
CO | 0.3 |
|
Shelton Wealth Management LLC
✚
|
TX | 0.3 |
|
Financial Gravity Asset Management Inc
✚
|
TX | 0.3 |
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 0.3 |
|
Flywheel Private Wealth LLC
✚
|
CA | 0.3 |
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Dam2019 LLC
✚
|
GA | 0.3 |