This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak pathwayBridge
- Established Date
- 05-03-2022
- Office Locations
- 1
Office Locations
About Clark Private Wealth, LLC
Clark Private Wealth, LLC is a retail-focused RIA serving individuals, including business owners and entrepreneurs, with custom portfolios designed for long-term discipline. The firm uses a Riskalyze-based 1-100 risk score and reviews expected 6-month fluctuations before trading, then maintains diversification and rebalancing across stocks, bonds, mutual funds, and ETFs. Tax-efficient planning (e.g., qualified plan selection, tax-loss harvesting) is coordinated with clients' tax professionals, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dakota Lee Clark
Founder, PORTFOLIO STRATEGIST
- CRD
- #6875810
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,760,306,688 | 42.4% |
| Cash | $5,108,341,161 | 57.6% |
| Total | $8,868,647,849 | 100.0% |