RED CLOVER WEALTH MANAGEMENT, LLC

RED CLOVER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 335636). Regulatory assets under management: $30.1M.

Registration

• CRD: 335636
• Type: Registered investment adviser
• Phone: 703-677-4587
• Latest filing: 2026-02-11
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 1
• Accounts: 167

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search