VALUED RETIREMENTS, INC.
Legal name: COVE WEALTH MANAGEMENT
CRD #114236 SEC #801-127700 HOUSTON, TX 713-821-3242
SEC Registered
Total AUM
$166.6M
Discretionary
$166.6M
Employees
7
Clients
51
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $166.6M | $166.6M | $0 | 6 | 5 |
| Jul 2025 | $166.6M | $166.6M | $0 | 7 | 5 |
| Apr 2025 | $166.6M | $166.6M | $0 | 7 | 5 |
| Mar 2025 | $166.6M | $166.6M | $0 | 7 | 5 |
| Mar 2025 | $166.6M | $166.6M | $0 | 7 | 5 |
| Feb 2025 | $150.9M | $150.9M | $0 | 4 | 81 |
| Feb 2025 | $150.9M | $150.9M | $0 | 4 | 81 |
| Aug 2024 | $150.9M | $150.9M | $0 | 4 | 81 |
| Mar 2024 | $150.9M | $150.9M | $0 | 4 | 81 |
| Sep 2023 | $118.1M | $118.1M | $0 | 3 | 0 |
| Mar 2023 | $118.1M | $118.1M | $0 | 3 | 0 |
| Feb 2012 | $44.6M | $42.2M | $2.4M | 1 | 26 |
| Jan 2012 | $44.6M | $42.2M | $2.4M | 1 | 26 |
| Dec 2011 | $44.7M | $42.5M | $2.1M | 1 | 26 |
| Mar 2011 | $44.7M | $42.5M | $2.1M | 5 | -- |
| Mar 2010 | $37.9M | $35.6M | $2.3M | 5 | -- |
| Mar 2009 | $33.2M | $30.9M | $2.3M | 5 | -- |
| Mar 2008 | $39.5M | $36.3M | $3.3M | 5 | -- |
| Mar 2007 | $34.3M | $31.5M | $2.8M | 5 | -- |
DateJul 2025
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees6
Clients5
DateJul 2025
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees7
Clients5
DateApr 2025
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees7
Clients5
DateMar 2025
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees7
Clients5
DateMar 2025
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees7
Clients5
DateFeb 2025
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients81
DateFeb 2025
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients81
DateAug 2024
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients81
DateMar 2024
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients81
DateSep 2023
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2012
Total AUM$44.6M
Discretionary$42.2M
Non-Disc.$2.4M
Employees1
Clients26
DateJan 2012
Total AUM$44.6M
Discretionary$42.2M
Non-Disc.$2.4M
Employees1
Clients26
DateDec 2011
Total AUM$44.7M
Discretionary$42.5M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2011
Total AUM$44.7M
Discretionary$42.5M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2010
Total AUM$37.9M
Discretionary$35.6M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2009
Total AUM$33.2M
Discretionary$30.9M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2008
Total AUM$39.5M
Discretionary$36.3M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2007
Total AUM$34.3M
Discretionary$31.5M
Non-Disc.$2.8M
Employees5
Clients--