← Tributary

COVE WEALTH MANAGEMENT

HOUSTON, TX · CRD 114236 · IAPD ↗ · covewm.com · 713-821-3243

$190.1MRegulatory AUM
3Advisory reps
4Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — COVE WEALTH MANAGEMENT changed its website from valuedretirements.com to covewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2025 — COVE WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
March 2025 — COVE WEALTH MANAGEMENT changed its website from covewm.com to valuedretirements.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
April 2024 — COVE WEALTH MANAGEMENT changed its website from valuedretirements.com to covewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — COVE WEALTH MANAGEMENT reported RAUM up 28% ($118.1M -> $150.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.