COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS of WILLIAMSBURG, VA is an SEC-registered investment adviser (CRD 122587). Regulatory assets under management: $162.9M.
Registration
- CRD: 122587
- SEC file number: 801-61443
- Type: Registered investment adviser
- Location: 351 MCLAWS CIRCLE, SUITE 1, WILLIAMSBURG, VA, 23185
- Phone: 757 259-0111
- Latest filing: 2018-03-20
- Regulatory AUM: $162.9M
- Discretionary AUM: $162.9M
- Clients: 3
- Accounts: 135
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| TOPPING ROBERT GARY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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