OYSTER BAY, NYCRD 316866Latest ADV February 25, 2026
Cove Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oyster Bay, NY. Its latest Form ADV filing, dated February 25, 2026, reports $455M in regulatory assets under management, 2 employees, 1 office, and 95 accounts.
Top client segmentHNWI represent 96.8% of total clients.
Top client categories% of clientsClients
1
HNWI
96.8%
92
2
Pension Plans
1.1%
1
3
Charitable
1.1%
1
4
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$455Mas of February 25, 2026
Discretionary100.0%
$455M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$455M
Total Accounts95
10Y AUM Change+$455M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee48:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.