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CLARK WEALTH PARTNERS, LLC
CRD 321757 · SEC 801-125783
821 WEST HWY 50, SUITE 204, O'FALLON, IL, 62269, United States
Phone
618-607-4101
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.9M
Discretionary AUM
$259.9M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 383 | $118.3M |
| High net worth individuals | 61 | $138.6M |
| Charitable organizations | 19 | $1.5M |
| Corporations/business entities | 1 | $1.5M |
States served
IL, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD