Covenant Asset Management, LLC
Covenant Asset Management, LLC is an SEC-registered wealth manager in Chester, NJ with $692.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Covenant Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108567, SEC 801-56296, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $692.6M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Chester, NJ
- Employees
- 11
- Clients
- 665
- CRD
- 108567
- Ownership
- GUARINO, JOHN, C.; CUNLIFFE, WILLIAM, J.
How much AUM does Covenant Asset Management, LLC have?
Covenant Asset Management, LLC reported $692.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Covenant Asset Management, LLC?
Disclosed owners and executives of Covenant Asset Management, LLC include GUARINO, JOHN, C., CUNLIFFE, WILLIAM, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.