CLOVELLY WEALTH

Overview

Clovelly Wealth is a small, independent registered investment adviser operating as an LLC that focuses on individuals and family clients. The firm bills using a combination of percentage-of-AUM and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Clovelly positions itself as a capital allocator—building client portfolios with third‑party managers and externally managed funds rather than running large in‑house strategies. Public mutual funds form the core of the firm’s portfolios, but Clovelly also directs client capital into a range of alternative strategies and structured products. The firm does not self-identify as an active ESG investor and reports a single‑state registration footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices