VALUED RETIREMENTS, INC.
Doing business as COVE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$190,117,019
Discretionary
$190,117,019
Non-discretionary
$0
Firm details
- CRD number
- 114236
- SEC file number
- 801-127700
- Main office
- HOUSTON, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.covewm.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.