Eden Financial Technologies Incorporated
SEC-registered
Investment Adviser
CRD 329900
· SEC file 801-130646
· Santa Clara, CA
· www.usecove.com
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ADV data as of Jan 15, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 2,127
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,127 | — | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Howell, Liam, West | Chief Technology Officer | May 2020 (6y) | 10% – 25% | |
| Wolfenden, David, Wesley | Chief Executive Officer | May 2020 (6y) | 50% – 75% | |
| Mirsky Terranova, Sarah, Aileen | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 01/15/2026 | 853 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
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2026.
View current Form ADV (SEC/IAPD) ↗