Cove Wealth Management
Cove Wealth Management is an SEC-registered wealth manager in Houston, TX with $190.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Cove Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114236, SEC 801-127700, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $190.1M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 91
- CRD
- 114236
- Ownership
- SANDERS, ALFRED, MARSH; SHRESTHA, BHARAT, BHAKTA; MIZELL, SARAH, ANNE; MIZELL, CORY, ALAN; Morris, Malcolm, S
How much AUM does Cove Wealth Management have?
Cove Wealth Management reported $190.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Cove Wealth Management?
Disclosed owners and executives of Cove Wealth Management include SANDERS, ALFRED, MARSH, SHRESTHA, BHARAT, BHAKTA, MIZELL, SARAH, ANNE, MIZELL, CORY, ALAN, Morris, Malcolm, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.