Overview
Assets Under Management: $270 million
Headquarters: OYSTER BAY, NY
High-Net-Worth Clients: 55
Average Client Assets: $5 million
Frequently Asked Questions
COVE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316866), COVE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
COVE PRIVATE WEALTH, LLC is headquartered in OYSTER BAY, NY.
COVE PRIVATE WEALTH, LLC serves 55 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, COVE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COVE PRIVATE WEALTH, LLC manages $270 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, COVE PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.16
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 57
Discretionary Accounts: 57
Regulatory Filings
CRD Number: 316866
Filing ID: 2034525
Last Filing Date: 2025-12-17 11:40:58
Website: 1