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WEALTH COVENANT GROUP LLC

HOUSTON, TX · CRD 291453 · IAPD ↗ · wealthcovenantgroup.com · (281) 640-8100

$290.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — WEALTH COVENANT GROUP LLC (HOUSTON, TX) left the SEC roster (was $290.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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