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COVE PRIVATE WEALTH, LLC
CRD 316866 · SEC 801-122756
44 YELLOW COTE RD., OYSTER BAY, NY, 11771, United States
Phone
516-588-1123
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.5M
Discretionary AUM
$455.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $446.2M |
| Pension/profit sharing plans | 1 | $3.7M |
| Charitable organizations | 1 | $5.5M |
| Corporations/business entities | 1 | $102K |
States served
NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD