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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumDelta element
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
About Clark Brown, LLC
Hello Wealth (Clark Brown, LLC) provides personalized financial planning and ongoing guidance for professionals and business leaders approaching or in retirement, including help optimizing 401(k)s, stock options, and workplace benefits. Portfolios typically use public funds and ETFs with an asset-allocation and risk-management lens. Custodied at Charles Schwab; backed by 35+ years of financial services experience.
Team overview
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CRM
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
CLARK DUNSHEE BROWN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1536078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Hayley Melaine Brown
Research Associate
- CRD
- #8070300
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,335,123 | -- |
| Non-Discretionary | $1,358,154 | -- |
| Total | $27,693,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,693,277
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,327,368,511 | 32.7% |
| Equity - Exchange | $1,794,180,067 | 44.2% |
| Cash | $937,682,342 | 23.1% |
| Total | $4,059,230,920 | 100.0% |