COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
CRD #122587 SEC #801-61443 WILLIAMSBURG, VA 757 259-0111
SEC Registered
Total AUM
$162.9M
Discretionary
$162.9M
Employees
3
Clients
11
Accounts
135
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $162.9M | $162.9M | $0 | 3 | 135 |
| Mar 2017 | $148.4M | $148.4M | $0 | 4 | 100 |
| Mar 2016 | $131.1M | $131.1M | $0 | 3 | 124 |
| Jul 2015 | $181.3M | $180.5M | $845.8K | 3 | 150 |
| Mar 2015 | $186.6M | $185.7M | $845.8K | 4 | 150 |
| Dec 2014 | $182.6M | $182.6M | $0 | 4 | 146 |
| Aug 2014 | $171M | $171M | $0 | 4 | 141 |
| Aug 2014 | $171M | $171M | $0 | 4 | 141 |
| Apr 2014 | $137.1M | $137.1M | $0 | 3 | 120 |
| Mar 2014 | $130.9M | $130.9M | $0 | 3 | 120 |
| Feb 2013 | $127M | $124.8M | $2.1M | 3 | 120 |
| Jan 2012 | $107.7M | $107.7M | $0 | 1 | 110 |
| Mar 2011 | $102.9M | $102.9M | $0 | 5 | -- |
| Mar 2011 | $102.9M | $102.9M | $0 | 5 | -- |
| Feb 2011 | $96.9M | $96.9M | $0 | 5 | -- |
| Jan 2010 | $83.5M | $83.5M | $0 | 5 | -- |
| Jan 2007 | $64.3M | $64.3M | $0 | 5 | -- |
| Jan 2006 | $55.3M | $55.3M | $0 | 5 | -- |
| May 2004 | $34.4M | $34.4M | $0 | 5 | -- |
| Mar 2004 | $34.4M | $34.4M | $0 | 5 | -- |
DateMar 2018
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees3
Clients135
DateMar 2017
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees3
Clients124
DateJul 2015
Total AUM$181.3M
Discretionary$180.5M
Non-Disc.$845.8K
Employees3
Clients150
DateMar 2015
Total AUM$186.6M
Discretionary$185.7M
Non-Disc.$845.8K
Employees4
Clients150
DateDec 2014
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees4
Clients146
DateAug 2014
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees4
Clients141
DateAug 2014
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees4
Clients141
DateApr 2014
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients120
DateMar 2014
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees3
Clients120
DateFeb 2013
Total AUM$127M
Discretionary$124.8M
Non-Disc.$2.1M
Employees3
Clients120
DateJan 2012
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees1
Clients110
DateMar 2011
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$34.4M
Discretionary$34.4M
Non-Disc.$0
Employees5
Clients--