COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS is an SEC-registered investment adviser (CRD 160394). Regulatory assets under management: $6.7M.

Registration

• CRD: 160394
• Type: Registered investment adviser
• Phone: 216-672-2078
• Latest filing: 2026-03-21
• Regulatory AUM: $6.7M
• Non-discretionary AUM: $6.7M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160394 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search