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- Custodian
- Bofa Securities ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-24-2021
- Office Locations
- 4
Office Locations
About Cove Private Wealth, LLC
COVE Private Wealth is an independent, advisor-owned RIA providing family-office-style wealth management for individuals, families, and foundations. The firm delivers customized portfolio management, wealth planning and trust support, plus private banking and credit solutions via an open-architecture platform with private bank custodians (e.g., Goldman Sachs). Investment implementation commonly uses ETFs and fixed income, with a simple asset-based fee structure.
Reported data analysis
What the numbers show
Between December 17, 2025 and February 25, 2026, reported AUM increased 68.8%, from $269.9M to $455.5M.
Across 5 reported observations, AUM increased 316.6% between February 22, 2022 and February 25, 2026, from $109.3M to $455.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 95 clients, or 47.5 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 4 reported office locations and 4 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cove Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH CARMELO CAPEZZA JR.
Chief Compliance Officer
- CRD
- #5555043
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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PETER JOHN BURKLY
--
- CRD
- #2432718
Santo S Vicenzino
--
- CRD
- #5115765
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,483,465 | $4,794,563 |
| Non-Discretionary | $0 | -- |
| Total | $455,483,465 | $4,794,563 |
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Separately Managed Accounts
SMA allocation detail is available
Cove Private Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cove Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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