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COVE PRIVATE WEALTH, LLC

OYSTER BAY, NY · CRD 316866 · IAPD ↗ · coveprivatewealth.com · 516-588-1123

$455.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — COVE PRIVATE WEALTH, LLC notice-filed in NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
March 2026 — COVE PRIVATE WEALTH, LLC reported RAUM up 69% ($269.9M -> $455.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2026 — COVE PRIVATE WEALTH, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — COVE PRIVATE WEALTH, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — COVE PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2025 — COVE PRIVATE WEALTH, LLC reported RAUM up 35% ($200.2M -> $269.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — COVE PRIVATE WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — COVE PRIVATE WEALTH, LLC moved its main office from SYOSSET, NY to OYSTER BAY, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
February 2024 — COVE PRIVATE WEALTH, LLC reported RAUM up 48% ($135.3M -> $200.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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