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Sarah Anne Mizell

Cove Wealth Management

Houston, TX

CRD 5343134

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Employer firm

Cove Wealth Management CRD 114236

$190M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cove Wealth Management

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-11-09
TX RA APPROVED 2014-10-01
  • NM RA
    APPROVED
    Since 2022-11-09
  • TX RA
    APPROVED
    Since 2014-10-01

Branch Locations

710 North Post Oak Road Suite 420, Houston, TX 77024-3894 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valued Retirements Houston TX 10/2014 Present
Julianna Poor Memorial Counseling Center Houston TX 04/2010 Present
  • 10/2014 → Present
    Valued Retirements
    Houston, TX
  • 04/2010 → Present
    Julianna Poor Memorial Counseling Center
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-24
  • S65 Uniform Investment Adviser Law Examination
    2014-09-24
Other Names
  • Sarah Anne Stoltzfus
  • Sarah Stoltzfus

View on SEC IAPD

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Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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