# Clovelly Wealth

> Clovelly Wealth is a state-registered investment advisory firm in Wayne, PA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 22, 2026.

- CRD: 323690
- Filed as: CLOVELLY WEALTH
- Legal name: Clovelly Management Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323690
- AdvisorCensus page: https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690

## Quick answers

**How is Clovelly Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Clovelly Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clovelly Wealth located?**
Clovelly Wealth's principal office is in Wayne, PA, according to its Form ADV.

**Is Clovelly Wealth registered with the SEC or a state?**
Clovelly Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323690.

**How much does Clovelly Wealth manage?**
Clovelly Wealth reports $11,955,575 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary).

**What types of clients does Clovelly Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Clovelly Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323690

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,955,575
- Discretionary: $11,955,575
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $11,955,575 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @104901869

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clovelly Wealth (CRD 323690): Form ADV filing data as of October 2026.