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Wealth Covenant Group LLC

CRD 291453SEC# 801-112278Houston, TX
Export (members)
No longer SEC-registered. Wealth Covenant Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$290.7M
Employees
4
Accounts
363
Location
Houston, TX

Wealth Covenant Group LLC assets under management

Wealth Covenant Group LLC is an investment advisory firm registered with the SEC based in Houston, TX. It reports $290.7 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Wealth Covenant Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Dennis Wayne Stavinoha ControlManaging MemberOver 75%2018
Erica Maxine Richard ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Wealth Covenant Group LLC manage?

Wealth Covenant Group LLC reports $290.7 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Covenant Group LLC have?

Wealth Covenant Group LLC reports 4 employees.

Where is Wealth Covenant Group LLC located?

Wealth Covenant Group LLC is based in Houston, TX.

Does Wealth Covenant Group LLC disclose fund performance?

Wealth Covenant Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7904 N. Sam Houston Pkwy W., Suite 310, Suite 310, Houston, TX 77064
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$290.7M
Non-discretionary$0
Total (RAUM)$290.7M