WEALTH COVENANT GROUP LLC
CRD #291453 SEC #801-112278 HOUSTON, TX (281) 640-8100
SEC Registered
Total AUM
$290.7M
Discretionary
$290.7M
Employees
4
Clients
51
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $290.7M | $290.7M | $0 | 4 | 0 |
| Dec 2024 | $290.7M | $290.7M | $0 | 4 | 0 |
| Mar 2024 | $290.7M | $290.7M | $0 | 4 | 0 |
| Aug 2023 | $302.2M | $302.2M | $0 | 4 | 0 |
| Feb 2023 | $270.3M | $270.3M | $0 | 4 | 0 |
| Aug 2022 | $276.3M | $276.3M | $0 | 4 | 2 |
| Mar 2022 | $276.3M | $276.3M | $0 | 4 | 2 |
| Mar 2021 | $193.5M | $193.5M | $0 | 3 | 2 |
| Jul 2020 | $176M | $176M | $0 | 4 | 2 |
| Jul 2020 | $176M | $176M | $0 | 4 | 2 |
| Jun 2020 | $176M | $176M | $0 | 4 | 2 |
| Mar 2020 | $176M | $176M | $0 | 4 | 2 |
| Mar 2019 | $154.6M | $154.6M | $0 | 5 | 2 |
| May 2018 | $141M | $141M | $0 | 2 | 0 |
| Jan 2018 | $0 | $0 | $0 | 2 | 0 |
| Dec 2017 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$302.2M
Discretionary$302.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$270.3M
Discretionary$270.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees3
Clients2
DateJul 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients2
DateJul 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients2
DateMay 2018
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0