CRD: 146090
Clark Wealth Strategies, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-22-2008
- Office Locations
- 2
Office Locations
About Clark Wealth Strategies, INC
Clark Wealth Strategies is an independent, fiduciary RIA providing holistic wealth management for successful individuals and families with complex lives, often business owners and executives. The firm integrates investment management with retirement, estate, risk, and tax-aware planning, using balanced strategies focused on preserving principal while pursuing growth. A differentiator is its in-house 1031 exchange subsidiary, coordinating tax-deferred real estate exchanges within the broader wealth plan.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 87 clients, or 21.8 clients per representative. That equates to $609.2K in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Clark Wealth Strategies, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Clark Wealth Strategies, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID BROOK CLARK
Advisor, President
- CRD
- #2836304
- Ownership
- 75% or more
Isaiah N Olson
Advisor, Chief Compliance Officer
- CRD
- #6770171
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Tyler Michael Clark
1031 Exchange Specialist
- CRD
- #8124155
Joseph Edward Vesey
Advisor
- CRD
- #7419287
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Clark Wealth Strategies, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.