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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hao, David, Quan | I | CHIEF COMPLIANCE OFFICER/CHIEF ENGAGEMENT OFFICER | NA | Control |
| Hao, David, Quan | I | CHIEF COMPLIANCE OFFICER/CHIEF ENGAGEMENT OFFICER | NA | Control |
| KURIA, KATHY, JONES | I | CCO | NA | Control |
| KURIA, KATHY, JONES | I | CCO | NA | Control |
| KURIA, KATHY, JONES | I | CCO | NA | Control |
| KURIA, KATHY, JONES | I | CCO | NA | |
| KURIA, KATHY, JONES | I | CCO | NA | |
| MIZELL, CORY, ALAN | I | PRESIDENT, CCO, AND DIRECTOR | E | Control |
| MIZELL, CORY, ALAN | I | PRESIDENT, CCO, AND DIRECTOR | E | Control |
| MIZELL, CORY, ALAN | I | PRESIDENT, CCO, AND DIRECTOR | E | Control |
| MIZELL, CORY, ALAN | I | PRESIDENT, CCO, AND DIRECTOR | E | Control |
| MIZELL, CORY, ALAN | I | PRESIDENT AND DIRECTOR | E | Control |
| MIZELL, SARAH, ANNE | I | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | E | Control |
| MIZELL, SARAH, ANNE | I | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | E | Control |
| MIZELL, SARAH, ANNE | I | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | E | Control |
| MIZELL, SARAH, ANNE | I | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | E | Control |
| MIZELL, SARAH, ANNE | I | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SANDERS, ALFRED, MARSH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, CORY, ALAN | I | VICE PRESIDENT AND CHAIRMAN OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| MIZELL, SARAH, ANNE | I | PRESIDENT AND SECRETARY OF THE BOARD | C | Control |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, LEGAL COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, BUSINESS COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, BUSINESS COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, BUSINESS COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, BUSINESS COUNSEL | B | |
| Morris, Malcolm, S | I | PARTNER, BUSINESS COUNSEL | B | |
| SHRESTHA, BHARAT, BHAKTA | I | MANAGING DIRECTOR | A | |
| SHRESTHA, BHARAT, BHAKTA | I | MANAGING DIRECTOR | A | |
| SHRESTHA, BHARAT, BHAKTA | I | MANAGING DIRECTOR | A |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (3)
LA NM TX
Address
710 NORTH POST OAK ROADSUITE 420
HOUSTON, TX 77024-3894
United States
Phone: 713-821-3242