Covenant Wealth

Overview

Covenant Wealth is organized as a limited liability company with individual ownership and operates on a percentage-of-AUM fee model. Its documented advisory activities center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which suggests a mix of direct portfolio oversight and manager-sourcing for clients. The firm is identified as a capital allocator and does not identify as an active ESG investor. It is not marked as a multi-state adviser, a pension consultant, or a related adviser; the dataset does not include a recorded SEC registration year and classifies the firm as unclassified.

Assets & Accounts

Location & Offices