CRD: 146090
Clark Wealth Strategies, INC
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- Custodian
- SEI ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
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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 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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