CLARK WEALTH PARTNERS, LLC

Overview

Clark Wealth Partners, LLC operates as an independent registered investment adviser that manages discretionary portfolios for individuals, families and select institutional clients. The firm delivers financial planning and portfolio management services primarily to individual and small-business clients and charges a mix of percentage-of-AUM and fixed fees. Since registering with the SEC in 2022, the advisory approach has leaned on pooled public funds and mutual funds as the backbone of client portfolios, while supplementing core exposures with targeted alternative allocations through third‑party managers. The firm is not positioned as a capital allocator; instead it sources alternative exposures via external fund managers and structured private placements. Clark Wealth Partners does not market itself as an active ESG investor and is not registered as a multi-state adviser for broad interstate advisory activity. Implementation is primarily discretionary, suggesting the firm makes tactical and strategic portfolio decisions on behalf of clients within agreed mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices