Investment adviser · CRD 114236
COVE WEALTH MANAGEMENT
Investment adviser filing (IA)
VALUED RETIREMENTS, INC.
HOUSTON, TX, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 309 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $175,567,641 | 92.3% |
| Individuals | 40 | $13,765,062 | 7.2% |
| Charities | Fewer than 5 | $722,401 | 0.4% |
| Corporations & businesses | 1 | $61,915 | 0.0% |
Filing source
Form ADV 2094737 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
710 NORTH POST OAK ROAD, SUITE 420HOUSTON, TX, 77024-3894, United States
CRD 114236
Filing source
Form ADV 2094737 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.