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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2018
- 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 |
|---|---|---|---|---|
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TOPPING, ROBERT, GARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2018 REGISTERED
Notice Filings (4)
CA FL TX VA
Address
351 MCLAWS CIRCLESUITE 1
WILLIAMSBURG, VA 23185
United States
Phone: 757 259-0111