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COVA PRIVATE WEALTH LLC

· CRD 343260 · IAPD ↗ · 631-831-9669

$0Regulatory AUM
7Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

42
October 2026 — COVA PRIVATE WEALTH LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — COVA PRIVATE WEALTH LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2026 — COVA PRIVATE WEALTH LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.