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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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