linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cove Wealth Management

Headquartered in HOUSTON, TX

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Cove Wealth Management is a Houston, TX-based Registered Investment Advisor (RIA) that provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $150.9 million in discretionary assets for 284 accounts. Cove Wealth Management also offers selection of other advisors and publication of periodicals services.

Cove Wealth Management

710 NORTH POST OAK ROAD

HOUSTON, TX 77024-3894

$150.90M

Assets Under Management

81

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

COVE WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

HOUSTON, TX

location

Albuquerque, NM

Advisors at Cove Wealth Management

View All 3 Advisors
Unclaimed
Cory Alan Mizell

RA

HOUSTON, TX

View Profile
Unclaimed
Jennifer Warder Migdal

CFP®, RA

HOUSTON, TX

View Profile
Unclaimed
Sarah Anne Mizell

RA

HOUSTON, TX

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Cove Wealth Management is right for you?

Disclosures

There are no public disclosures for Cove Wealth Management.

Frequently Asked Questions (7)

Not sure if Cove Wealth Management is right for you?