← Back to searchVisit website
COVE WEALTH MANAGEMENT
VALUED RETIREMENTS, INC.
CRD 114236 · SEC 801-127700
710 NORTH POST OAK ROAD, SUITE 420, HOUSTON, TX, 77024-3894, United States
Phone
713-821-3243
Fax
713-613-2908
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.1M
Discretionary AUM
$190.1M
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.8M |
| High net worth individuals | 49 | $175.6M |
| Charitable organizations | 1 | $722K |
| Corporations/business entities | 1 | $62K |
States served
NM, TX
All web addresses on file
Official SEC filing: View on IAPD