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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 04-08-2013
- Office Locations
- 1
Office Locations
About Covenant Wealth Advisors
Covenant Wealth Advisors is a founder-led, retail-focused RIA in Marblehead, Ohio providing financial and investment planning, tax planning, and insurance/life insurance guidance. The firm builds portfolios using an asset-allocation approach across ETFs and mutual funds, with exposure to themes like annuities and real estate. Custody/platforms include Altruist and Charles Schwab, and it uses Nitrogen (Riskalyze) for risk profiling.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MICHAEL PAZDERAK
Chief Compliance Officer, Founder, President
- CRD
- #6015686
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,714,000 | -- |
| Total | $6,714,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,714,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,348,383,276 | 26.3% |
| Cash | $794,674,554 | 15.5% |
| Equity - OTC | $1,415,033,400 | 27.6% |
| Other | $1,568,841,378 | 30.6% |
| Total | $5,126,932,608 | 100.0% |