COVE WEALTH MANAGEMENT
SEC RegisteredGenerosity, Excellence, and Collaboration drive the Cove Wealth Management culture.
About the firm
Cove Wealth Management is an independent, fee-only team of investment managers, CERTIFIED FINANCIAL PLANNERS™, and wealth coordinators providing financial peace of mind since 1999. For over 25 years, they have helped families make wise financial decisions with clarity and confidence. They are experts in generosity planning and collaborate with professionals internally and externally.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Wealth Coordination™, Financial Planning, and Endowment Management, including cash management strategies, fundraising mindsets, and coordination of a custom Team of Professionals across legal, CPA, and business service disciplines.
Who they serve
Individuals and families (typically business owners, corporate executives, or successful professionals), trustees and executors, executive teams and boards managing endowments and strategic reserves, and families with a net worth between $20 and $200 million seeking wealth coordination.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $14M |
| High Net Worth Individuals | 49 | $176M |
| State/Municipal Entities | 1 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Next $5 million | 0.80% |
| Next $10 million | 0.60% |
| More than $20 million | 0.00% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COVE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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