Cove Wealth Management

Overview

Cove Wealth Management is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator: it provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for both advisory relationships and project-based engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices