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| Cove Private Wealth LLC
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| CRD # | 316866 |
| SEC # | 801-122756 |
| CIK # | 0000201531, 0002015131 |
| AUM | 455.5 M (2026-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-588-1123 |
| Address | 44 Yellow Cote Rd Oyster Bay, NY 11771 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 66.0 | ||
| Apple Inc | 34.2 | ||
| Nvidia Corp | 31.2 | ||
| Microsoft Corp | 21.3 | ||
| Amazon Com Inc | 16.9 | ||
| Alphabet Inc | 14.8 | ||
| Alphabet Inc | 14.8 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Broadcom Inc | 8.6 | ||
| Mastercard Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 446.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.7 |
| (h) Charitable organizations | 1 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 455.5 |
| By Discretionary | ||
| Discretionary | 95 | 455.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 95 | 455.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.5 | |
| Total | 95 | 455.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002015131] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Cypress Asset Management Inc
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TX | 455.8 M |
|
Flourish Wealth Management Inc
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|
IVC Wealth Advisors LLC
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PA | 455.0 M |
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Signature Wealth Management Partners LLC
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