$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2025
- Office Locations
- 1
Office Locations
-- Salem MA
About RED Clover Wealth Management, LLC
Red Clover Wealth Management, LLC is a Salem, MA-based, retail registered investment adviser providing wealth management and portfolio management. The firm’s SMAs primarily use public funds and ETFs, with modest cash positions. Client assets are custodied at Charles Schwab. Owner-operator led by Kathleen Colburn Cote (Managing Member/CCO); established in 2025.
Team overview
51 AVG AGE
$30.1M AVG AUM / ADVISOR
$463.2K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KATHLEEN COLBURN COTE
Chief Compliance Officer, Managing Member
- CRD
- #2647975
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,106,904 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,106,904 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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