# Cove Private Wealth, LLC

> Cove Private Wealth, LLC is an SEC-registered investment advisory firm in Oyster Bay, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 316866
- Filed as: COVE PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oyster Bay, NY
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316866
- AdvisorCensus page: https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866

## Quick answers

**How is Cove Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cove Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cove Private Wealth, LLC located?**
Cove Private Wealth, LLC's principal office is in Oyster Bay, NY, according to its Form ADV.

**Is Cove Private Wealth, LLC registered with the SEC or a state?**
Cove Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316866.

**How much does Cove Private Wealth, LLC manage?**
Cove Private Wealth, LLC reports $455,483,465 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Cove Private Wealth, LLC's assets and staff changed since 2022?**
In the Form ADV data for Cove Private Wealth, LLC: Regulatory assets under management: $109,324,677 in the October 2022 data and $455,483,465 in the October 2026 data, up 317%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cove Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (92); pension and profit sharing plans (but not the plan participants or government pension plans) (1); charitable organizations (1).

**Which custodians does Cove Private Wealth, LLC use?**
Cove Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc. and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cove Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316866

**What changed in Cove Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $269,895,864 to $455,483,465 (+69%). Registered or notice-filed in NH, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BofA Securities, Inc.
- Goldman Sachs & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $455,483,465
- Discretionary: $455,483,465
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 92 | $446,220,537 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,696,727 |
| Charitable organizations | 1 | $5,464,566 |
| Corporations or other businesses not listed above | 1 | $101,635 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coveprivatewealth.com
- LinkedIn @cove-private-wealth-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $109,324,677 | 1 | February 22, 2022 |
| October 2023 | $135,296,568 | 1 | February 3, 2023 |
| October 2024 | $200,205,837 | 1 | May 7, 2024 |
| October 2025 | $269,895,864 | 2 | January 14, 2025 |
| October 2026 | $455,483,465 | 2 | February 25, 2026 |

Regulatory assets under management: $109,324,677 in the October 2022 data and $455,483,465 in the October 2026 data, up 317%.
Total employees: 1 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $269,895,864 to $455,483,465 (+69%).
- Registered or notice-filed in NH, NJ.

### January 2026
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cove Private Wealth, LLC (CRD 316866): Form ADV filing data as of October 2026.