Also known as covenant wealth
Covenant Wealth Advisors is a fee-only fiduciary financial advisory firm with offices in Williamsburg, Richmond and Reston, Virginia, founded in 2010 and reporting about $910 million in assets under management. It also serves clients nationwide. The firm focuses on retirement, tax and investment planning for families aged 50 and over with $1 million or more in investable assets, using CFP professionals. It has been named in 2026 lists of top financial advisory firms.
Public regulatory records matched to Covenant Wealth Advisors from SEC and IRS filings.
Public filings matched to Covenant Wealth Advisors across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Covenant Wealth Advisors is a wealth manager based in Williamsburg, United States, managing approximately $910M in assets.
Covenant Wealth Advisors is headquartered in Williamsburg, United States.
Covenant Wealth Advisors manages approximately $910M in assets under management.
Covenant Wealth Advisors was founded in 2010.
Verified contact details, key decision-makers, and investment preferences for Covenant Wealth Advisors are available on LPbacked. Create a free account to access them.