SEC Form ADV · CIK 2008703

COVENANT WEALTH ADVISORS

Firm profile: Covenant Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA
$909.6M
Assets Under Management
1,890
Total Clients
12
Employees
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Registration Details

CIK
2008703
Accession
CRD-155221
Location
RICHMOND, VA
Filing Date
May 13, 2026
AUM
$909.6M
Total Clients
1,890
Institutional Clients
1
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

COVENANT WEALTH ADVISORS is a registered investment adviser headquartered in RICHMOND, VA, managing approximately $909.6M in assets across 1,890 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.