CRD: 321757
Clark Wealth Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2022
- Office Locations
- 1
Office Locations
About Clark Wealth Partners, LLC
Clark Wealth Partners is an independent RIA delivering goal-based wealth management and financial planning that balances growth and preservation as clients’ lives evolve. The team brings 30+ years of combined experience and serves individuals and families, including entrepreneurs, with planning support for tax, estate, and business-succession needs. Portfolios are diversified using public funds, ETFs, and fixed income; custody is primarily at Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL DEWAYNE CLARK
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #4412807
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW RAYMOND BRANZ
--
- CRD
- #6572919
Jacob Dwayne McKinney
Wealth Management Advisor
- CRD
- #7866250
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,876,181 | $217,834 |
| Non-Discretionary | $0 | -- |
| Total | $259,876,181 | $217,834 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing