Overview
Assets Under Management: $260 million
Headquarters: O'FALLON, IL
High-Net-Worth Clients: 61
Average Client Assets: $2.3 million
Frequently Asked Questions
CLARK WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321757), CLARK WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
CLARK WEALTH PARTNERS, LLC is headquartered in O'FALLON, IL.
CLARK WEALTH PARTNERS, LLC serves 61 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, CLARK WEALTH PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLARK WEALTH PARTNERS, LLC manages $260 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, CLARK WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.33%
Average Client Assets: $2.3 million
Total Client Accounts: 1,193
Discretionary Accounts: 1,193
Regulatory Filings
CRD Number: 321757
Filing ID: 2061999
Last Filing Date: 2026-03-19 10:43:18