WEALTH COVENANT GROUP LLC

7904 N. Sam Houston Pkwy W., Suite 310
Suite 310
Houston, Texas 77064
Tel: (281) 640-8100

About WEALTH COVENANT GROUP LLC

WEALTH COVENANT GROUP LLC, formally registered with the SEC as WEALTH COVENANT GROUP LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.

WEALTH COVENANT GROUP LLC is a Houston, Texas based Financial Planning firm with nearly $290,733,000 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291453
SEC#	801-112278
Assets Managed by Firm	$290,733,000
No. of Clients	363
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	363	$290,733,000
Individuals (other than high net worth individuals)	47	$12,045,000
High net worth individuals	60	$278,688,000

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