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COVENANT WEALTH ADVISORS
FONVILLE WEALTH MANAGEMENT LLC
CRD 155221 · SEC 801-114868
8001 FRANKLIN FARMS DRIVE, RM 208, RICHMOND, VA, 23229, United States
Phone
(804) 729-5265
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$909.6M
Discretionary AUM
$890.2M
Team
12 total employees; 12 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $122.8M |
| High net worth individuals | 280 | $783.5M |
| Pension/profit sharing plans | 1 | $3.3M |
States served
AZ, CA, DC, GA, LA, MD, MA, NE, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/covenantwealthadvisors/
- https://www.youtube.com/channel/UCJq26tG47RyRoC_f0kRwzyA
- https://www.linkedin.com/in/markfonville/
- HTTP://WWW.COVENANTWEALTHADVISORS.COM
- https://www.linkedin.com/company/covenant-wealth-advisors/
- https://www.instagram.com/covenantwealthadvisor/
- HTTP://MYCWA.COM
Official SEC filing: View on IAPD