Clark Wealth Partners, LLC
Firm details
- Headquarters
- O Fallon, Illinois
- CRD number
- 321757
- Registered since
- June 2, 2022
- Website
- www.clarkwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.33%
- Individuals45.53%
- Corporations / Businesses0.58%
- Charitable Organizations0.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clark Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. Ownership is held by an individual and the firm advises both individual/family and institutional clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm reports it is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities11%
- State & Local Bonds6%
- Other2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Michael Clark
Founder and Senior Wealth AdvisorCRD 4412807
James Nash
Investment Adviser RepresentativeCRD 5966593
Andrew Branz
Senior Wealth AdvisorCRD 6572919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
O Fallon, IL
Saint Clair
Location
O Fallon, IL
Headquartered in O Fallon, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Clair
- Address
- 821 W Highway 50
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Cambridge Capital Management, LLC
RIAO Fallon, IL
FRA Wealth Management LLC
RIAO Fallon, IL
Greenstone Belt Wealth Advisors, LLC
RIAChicago, IL
Pluscios Management LLC
RIAEvanston, IL
Allied Asset Advisors Inc
RIAHometown, IL
103 Advisory Group
RIAChicago, IL