Where are Covenant Wealth Strategies employees located globally?

Covenant Wealth Strategies has employees across 2 continents and 2 countries including Philippines, United States Of America.

How has Covenant Wealth Strategies's team size changed over time?

Covenant Wealth Strategies's team has decreased from approximately 15 to 14 employees based on available data.

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Covenant Wealth Strategies Employee Directory

Financial ServicesDelaware, United States11-50 Employees

Covenant Wealth Strategies is a financial services firm that provides comprehensive, values-based financial planning for families, executives, and business owners. With more than 25 years of experience, it aims to support decisions through a thorough understanding of each client's goals, viewing wealth as connected to purpose and legacy. The firm offers independent guidance that goes beyond financial metrics to address what matters most to clients. Based in Wilmington, Delaware, the firm operates with a small to midsize team serving clients seeking long-term planning. Securities and advisory services are offered through LPL Financial, a registered broker-dealer and SIPC member.

In February 2022 Covenant Wealth Strategies announced a partnership with Hartford Funds to broaden its service capabilities.

Covenant Wealth Strategies Global Highlights

North America
21

United States Of America
21

Asia
1

Philippines
1

Covenant Wealth Strategies's Leadership

J. H.
Manager
Mobile Phone
Email

Covenant Wealth Strategies Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Accounting
Other

Contact profiles from Covenant Wealth Strategies

Name

Title

Contact

Location

Last Update

J. H.
Manager
Mobile Phone
Email
Oct 24, 2024

Frequently Asked Questions

What is Covenant Wealth Strategies known for?

Covenant Wealth Strategies was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-302-234-****

. Explore Covenant Wealth Strategies's company overview page for more information.

What is Covenant Wealth Strategies's most common email format?

Covenant Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Covenant Wealth Strategies email formats with LeadIQ.

How many employees does Covenant Wealth Strategies have currently?

Covenant Wealth Strategies has approximately 23 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Covenant Wealth Strategies's key employees and leadership?

As of August 2026, Covenant Wealth Strategies's key employees include:

Manager: J. H.

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Covenant Wealth Strategies Employee Directory

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