Red Clover Wealth Management, LLC

Overview

Red Clover Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and does not identify as an active ESG investor. It operates as a small, client-facing advisory practice rather than a capital allocator, relying on third-party managers where alternatives are used. Investment activity centers on diversified, fund-based portfolios: public mutual funds and pooled vehicles form the core of client allocations, while select allocations to hedge funds and corporate debt are used to add return streams or credit exposure. The firm’s advisory mandate is primarily discretionary, and emphasis is placed on tailored planning and portfolio oversight for individual and family clients rather than institutional pension consulting or multi-state institutional mandates.

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Public Holdings

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Location & Offices