Cove
Cove is an SEC-registered wealth manager in Santa Clara, CA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cove: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329900, SEC 801-130646, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-01-15)
- Firm type
- Wealth Manager
- Location
- Santa Clara, CA
- Employees
- 5
- Clients
- 2,127
- CRD
- 329900
- Ownership
- WOLFENDEN, DAVID, WESLEY; MIRSKY-TERRANOVA, SARAH, AILEEN; Howell, Liam, West
How much AUM does Cove have?
Cove reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Cove?
Disclosed owners and executives of Cove include WOLFENDEN, DAVID, WESLEY, MIRSKY-TERRANOVA, SARAH, AILEEN, Howell, Liam, West. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.