COVENANT WEALTH

Overview

Covenant Wealth is organized as a limited liability company that offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is identified as a capital allocator and charges clients on a percentage-of-assets-under-management basis. It is not listed as an active ESG investor, does not operate as a multi-state adviser, and is not designated as a pension consultant or related adviser in available records. The listed advisory activity — particularly the “selection of other advisers” — indicates a model that relies on external managers or subadvisers rather than exclusively in-house security selection. That suggests Covenant Wealth likely constructs client solutions through third-party strategies, model portfolios, or separate managed accounts when implementing client mandates. The firm’s classification is recorded as unclassified, which typically means it does not fall cleanly into common RIA typologies based on the data available.

Assets & Accounts

Location & Offices