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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2022
- Office Locations
- 1
Office Locations
About Clovelly Wealth
Clovelly Wealth is a Wayne-based RIA. The firm has been operating for 3 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAY CHEN
Associate, Chief Compliance Officer, President
- CRD
- #4050616
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,955,575 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,955,575 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clovelly Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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