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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH, CARMELO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMELIN, ANDREW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPEZZA, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COVE PRIVATE WEALTH HOLDING, LLC | DE | MEMBER | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | E | Control |
| JCPW, LLC | DE | HOLDING COMPANY | D | Control |
| JCPW, LLC | DE | HOLDING COMPANY | D | Control |
| JCPW, LLC | DE | HOLDING COMPANY | D | Control |
| JWPW, LLC | DE | HOLDING COMPANY | D | Control |
| JWPW, LLC | DE | HOLDING COMPANY | D | Control |
| JWPW, LLC | DE | HOLDING COMPANY | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
| CAPEZZA, JOSEPH, CARMELO | I | JCPW, LLC | E | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (4)
CT FL NY TX
Address
44 YELLOW COTE RD.OYSTER BAY, NY 11771
United States
Phone: 516-588-1123