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CRYSTAL COVE ASSET MANAGEMENT

NEWPORT BEACH, CA · CRD 289810 · IAPD ↗ · crystalcoveam.com · (949) 359-1399

$135.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — CRYSTAL COVE ASSET MANAGEMENT (NEWPORT BEACH, CA) is newly SEC-registered with $135.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.