RIA Intel›Advisers›Virginia›RED CLOVER WEALTH MANAGEMENT, LLC

RED CLOVER WEALTH MANAGEMENT, LLC

Advisory

VA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$180K

across 167 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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INDEPENDENT FINANCIAL PLANNING, INC.

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$30M

VIRGINIA CAPITAL MANAGEMENT GROUP INC

VIRGINIA BEACH, VA

$30M

PORTFOLIOARC, L.L.C.

$30M

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