COVE PRIVATE WEALTH, LLC

44 Yellow Cote Rd.
Oyster Bay, New York 11771
Tel: 516-588-1123

About COVE PRIVATE WEALTH, LLC

COVE PRIVATE WEALTH, LLC, formally registered with the SEC as COVE PRIVATE WEALTH, LLC. The firm was established in 11/24/2021. They have over 2 offices throughout the country.

COVE PRIVATE WEALTH, LLC is a Oyster Bay, New York based Financial Planning firm with nearly $269,895,864 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316866
SEC#	801-122756
Assets Managed by Firm	$269,895,864
No. of Clients	57
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	57	$269,895,864
High net worth individuals	55	$262,242,281
Pension and profit sharing plans	Fewer than 5 clients	$3,336,380
Charitable organizations	Fewer than 5 clients	$4,317,203

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