COVE WEALTH MANAGEMENT

710 North Post Oak Road
Suite 420
Houston, Texas 77024-3894
Tel: 713-821-3242

About COVE WEALTH MANAGEMENT

COVE WEALTH MANAGEMENT, formally registered with the SEC as COVE WEALTH MANAGEMENT. The firm was established in 04/20/2023. They have over 2 offices throughout the country.

COVE WEALTH MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $150,898,515 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114236
SEC#	801-127700
Assets Managed by Firm	$150,898,515
No. of Clients	284
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	284	$150,898,515
Individuals (other than high net worth individuals)	48	$17,320,069
High net worth individuals	32	$133,278,448
Charitable organizations	Fewer than 5 clients	$299,998

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