C
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2022
- Office Locations
- 2
Office Locations
175 Strafford AVE Suite ONE #218 Wayne PA
-- Wayne PA
About Clovelly Wealth
Clovelly Wealth is a Wayne-based RIA with 2 offices. 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.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAY CHEN
Associate, Chief Compliance Officer, President
- CRD
- #4050616
- Ownership
- 75% or more
Available
Available
Available
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J
Jay Chen
Chief Executive Officer
- CRD
- --
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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