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 investment adviser that began registration in 2023 and is owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of external advisers, and educational seminars or workshops. The firm does not position itself as an ESG-focused investor. It operates with a mix of in-house portfolio management and third-party manager selection, directing client capital into public mutual funds and external alternative managers where appropriate.
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 1JENNIFER MIGDAL
Chief Compliance OfficerCRD 4952120
Contacts
3 of 3SARAH 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 70Active vs passive
$84M in ETFs
87%
$72.8M
12%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) | Dimensional | Active | Foreign Large Value | $5.8M | 110,591 | 6.95% |
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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