Cove Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 114236
- Registered since
- April 20, 2023
- Website
- www.valuedretirements.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.35%
- Individuals7.24%
- Charitable Organizations0.38%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cove Wealth Management is an independent, SEC-registered registered investment advisor (registered in 2023) structured as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator — using in-house portfolio management alongside selection of external managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing as well as fixed fees and hourly charges. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities21%
- State & Local Bonds8%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Jennifer Migdal
Chief Compliance OfficerCRD 4952120
Contacts
3 of 3
Sarah Mizell
President & Senior Financial AdvisorCRD 5343134
Cory Mizell
President, CCOCRD 6698055
Malcolm Morris
PartnerCRD 7521655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$92M in ETFs
87%
$80.1M
12%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.6M | 8,973 | 7.18% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 710 N Post Oak Rd
- Time zone
- CT (UTC-6)
- Office locations
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