Cove Private Wealth, LLC
● SEC registered since 2021CRD 316866SEC# 801-122756Oyster Bay, NY
Reg. AUM
$455.5M
Employees
2
Accounts
95
Location
Oyster Bay, NY
Cove Private Wealth, LLC assets under management
Cove Private Wealth, LLC operates as an SEC-registered investment adviser based in Oyster Bay, NY. The firm has been registered since 2021. It reports $455.5 million in regulatory assets under management and employs 2 people.
Cove Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jcpw, LLC Control | Holding Company | 50-75% | 2022 |
| Joseph Carmelo Capezza Control | Chief Compliance Officer | Under 5% | 2021 |
| Jwpw, LLC Control | Holding Company | 50-75% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cove Private Wealth, LLC manage?
Cove Private Wealth, LLC reports $455.5 million in regulatory assets under management on its Form ADV.
How many employees does Cove Private Wealth, LLC have?
Cove Private Wealth, LLC reports 2 employees.
Where is Cove Private Wealth, LLC located?
Cove Private Wealth, LLC is based in Oyster Bay, NY and has been SEC-registered since 2021.
Does Cove Private Wealth, LLC disclose fund performance?
Cove Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Yellow Cote Rd., Oyster Bay, NY 11771 |
| Phone | 516-588-1123 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2015131 |
| Discloses disciplinary history | No |
Regulatory AUM
$455.5M▲ 69%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$455.5Mregulatory AUM
Discretionary $455.5M