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Bank / Wealth / TrustRIA · CRD 316866SEC-Registered

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Cove Private Wealth

Cove Private Wealth began operations in 2021. It functions as a registered investment advisor offering asset management. The firm delivers discretionary and...

Overview

Cove Private Wealth began operations in 2021. It functions as a registered investment advisor offering asset management. The firm delivers discretionary and non-discretionary services. It serves high-net-worth individuals, families, and foundations through portfolio management. No additional offices or team size details are available. No dated operational events from the last 24 months appear in sources. The firm operates as a wealth manager without disclosed family office structure or specific investment vehicles.

General information

Firm type

Wealth Manager

Year founded

2021

Location

Region

North America

Country

United States

City

Oyster Bay

Corporate office

Syosset, United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Cove Private Wealth?

No named principals or CIO appear in available sources.

Does Cove Private Wealth participate in fund commitments or only direct deals?

Available sources do not specify fund commitments or direct deal activity.

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