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COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
WILLIAMSBURG, Virginia
·
1 registered advisor
·
CRD# 122587
SEC# 801-61443
1
757 259-0111
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
1 registered advisor
Robert Gary Topping
WILLIAMSBURG, Virginia
CRD# 1109749
05
Office Locations
WILLIAMSBURG, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS (CRD# 122587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.