A complete list of active advisors currently associated with Clovis Wealth Partners, LLC
Warmer can help you find a great advisor at Clovis Wealth Partners, LLC or one who fits your needs even better.
Clovis Wealth Partners, LLC is a registered investment adviser that offers portfolio management and bespoke strategies to qualified, high-net-worth clients and institutional or pooled-vehicle mandates. The firm’s services encompass portfolios of individual stocks and bonds, ETFs, options, mutual funds and private securities, and it reported no discretionary assets under management as of the brochure date. The firm emphasizes quantitative analysis and active management, using mathematical and statistical models alongside continuous position risk modeling and scenario analysis. It offers an advanced options program called the Synthetic Dragon Strategy that uses SPX options, portfolio margin and built‑in hedges to seek income while managing downside crash risk; the firm also employs margin and may trade frequently as part of its approach. Noteworthy differences from many peers include a disclosed affiliation with a real estate brokerage—its owner is a licensed real estate broker and may recommend brokerage services—which the firm identifies as a potential conflict of interest and says it mitigates through policies and client choice. The firm also operates public-facing educational activities and other non‑advisory business interests and uses performance‑based fee arrangements for qualified clients, with written allocation and trade‑review procedures intended to address related incentive conflicts.
To learn more about the advisors currently working at Clovis Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clovis, CA
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")