What departments does Covenant Wealth Strategies have?

Covenant Wealth Strategies has employees across 2 departments including Human Resources, Finance.

What is the largest department at Covenant Wealth Strategies?

The largest department at Covenant Wealth Strategies is Finance with 2 employees.

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.

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
23

United States Of America
23

Asia
1

Philippines
1

Covenant Wealth Strategies's Leadership

W. K.
President
Mobile Phone
Email
M. F.
Director Of Strategic Communications & Hr
Mobile Phone
Email
J. H.
Manager
Mobile Phone
Email
D. W.
Wealth Advisor
Mobile Phone
Email
R. E.
Wealth Advisor
Mobile Phone
Email
B. L.
Wealth Advisor
Mobile Phone
Email
C. V.
Wealth Advisor
Mobile Phone
Email
G. Y.
Nationally Requested Speaker For Covenant Strategies
Mobile Phone
Email

Covenant Wealth Strategies Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Accounting
Other

Contact profiles from Covenant Wealth Strategies

Name

Title

Contact Info

Location

Last Update

W. K.
President
Mobile Phone
Email
United StatesDelaware
May 28, 2026
M. F.
Director Of Strategic Communications & Hr
Mobile Phone
Email
United StatesDelaware
Jun 08, 2026
J. H.
Manager
Mobile Phone
Email
Oct 24, 2024
D. W.
Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Apr 15, 2026
R. E.
Wealth Advisor
Mobile Phone
Email
United StatesDelaware
Jun 25, 2026
B. L.
Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 25, 2026
C. V.
Wealth Advisor
Mobile Phone
Email
United StatesDelaware
Jun 02, 2026
G. Y.
Nationally Requested Speaker For Covenant Strategies
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
L. J. S.
Finance, Strategy
Mobile Phone
Email
United StatesWisconsin
Jun 27, 2026
M. N.
Client Concierge
Mobile Phone
Email
United StatesDelaware
Mar 25, 2026

Frequently Asked Questions

What is Covenant Wealth Strategies known for?

Covenant Wealth Strategies was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 15 Middleton Drive Wilmington, Delaware 19808 United States; 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 21 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

President: W. K.
Director Of Strategic Communications & Hr: M. F.
Manager: J. H.
Wealth Advisor: D. W.
Wealth Advisor: R. E.

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Covenant Wealth Strategies Employee Directory

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