COVE PRIVATE WEALTH, LLC
CRD #316866 SEC #801-122756 OYSTER BAY, NY 516-588-1123
SEC Registered
Total AUM
$269.9M
Discretionary
$269.9M
Employees
2
Clients
0
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $269.9M | $269.9M | $0 | 2 | 0 |
| Jan 2025 | $269.9M | $269.9M | $0 | 2 | 0 |
| May 2024 | $200.2M | $200.2M | $0 | 1 | 0 |
| Feb 2024 | $200.2M | $200.2M | $0 | 1 | 0 |
| Feb 2023 | $135.3M | $129.8M | $5.5M | 1 | 0 |
| Feb 2022 | $109.3M | $109.3M | $0 | 1 | 0 |
| Feb 2022 | $109.3M | $109.3M | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$269.9M
Discretionary$269.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$269.9M
Discretionary$269.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$200.2M
Discretionary$200.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$200.2M
Discretionary$200.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$135.3M
Discretionary$129.8M
Non-Disc.$5.5M
Employees1
Clients0
DateFeb 2022
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0