Wealth Covenant Group LLC
CRD 291453SEC# 801-112278Houston, TX
No longer SEC-registered. Wealth Covenant Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$290.7M
Employees
4
Accounts
363
Location
Houston, TX
Wealth Covenant Group LLC assets under management
Wealth Covenant Group LLC is an investment advisory firm registered with the SEC based in Houston, TX. It reports $290.7 million in regulatory assets under management and employs 4 people.
Wealth Covenant Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Wayne Stavinoha Control | Managing Member | Over 75% | 2018 |
| Erica Maxine Richard Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Wealth Covenant Group LLC manage?
Wealth Covenant Group LLC reports $290.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Covenant Group LLC have?
Wealth Covenant Group LLC reports 4 employees.
Where is Wealth Covenant Group LLC located?
Wealth Covenant Group LLC is based in Houston, TX.
Does Wealth Covenant Group LLC disclose fund performance?
Wealth Covenant Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7904 N. Sam Houston Pkwy W., Suite 310, Suite 310, Houston, TX 77064 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$290.7MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$290.7Mregulatory AUM
Discretionary $290.7M