Cove Private Wealth, Llc
- Regulatory AUM
- $455M
- Discretionary
- $455M
- Clients
- 95
- Avg AUM / client
- $4.8M
- Accounts
- 95
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 92 | $446M | 98.0% |
| Pension and profit sharing plans | 1 | $3.7M | 0.81% |
| Charitable organizations | 1 | $5.5M | 1.2% |
| Corporations and other businesses | 1 | $102K | 0.02% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Carmelo Capezza | Chief Compliance Officer | Feb 2021 (6y) | ≈ 56.25% – 100% via Jcpw, Llc | |
| Jeffrey John Whalen | Registered representative | Oct 2024 (2y) | ||
| Peter John Burkly | Registered representative | CFA | Mar 2026 (0y) | |
| Santo S Vicenzino | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jcpw, Llc | Holding Company | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Carmelo Capezza: 75% – 100% of Jcpw, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 920 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Goldman Sachs $389M (85% of AUM) Feb 2026
- Bofa Securities, Inc. $50.6M (11% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗