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CLOVELLY WEALTH
CLOVELLY MANAGEMENT ADVISORS LLC
CRD 323690
175 STRAFFORD AVE, SUITE ONE #218, WAYNE, PA, 19087, United States
Phone
610-687-7756
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD