CLARK PRIVATE WEALTH, LLC

Overview

Clark Private Wealth, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients, as well as small-business clients. Its business model is fee-based, charging a percentage of assets under management, and it operates as a discretionary manager for the bulk of client assets. Investment activity centers on equity-first portfolios: the firm shows a clear preference for exchange-traded equities and constructs portfolios that lean heavily toward publicly traded stocks and ETFs. Clark Private Wealth supplements those core equity exposures with third-party alternatives—specifically allocations to hedge funds and digital currency strategies—managed by external managers. The firm is not positioned as a multi-state adviser, is not a pension consultant, and does not describe active ESG integration in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices