Clovelly Wealth

Overview

Clovelly Wealth is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm describes itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its billing combines a percentage-of-AUM fee model with the option of fixed fees. Clovelly Wealth does not identify as an active ESG investor and appears to operate a single-owner structure rather than as a multi-state or affiliated adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives