|
⚲
|
| Keyboard |
| Clark Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 321757 |
| SEC # | 801-125783 |
| CIK # | 0002107657 |
| AUM | 259.9 M (2026-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 618-607-4101 |
| Address | 821 West Hwy 50 Ofallon, IL 62269 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.4 | ||
| McDonalds Corp | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| Apple Inc | 1.1 | ||
| International Business Machines Corp | 1.1 | ||
| Bank of America Corp /DE/ | 1.0 | ||
| Lockheed Martin Corp | 1.0 | ||
| Snap-On Inc | 0.9 | ||
| AbbVie Inc | 0.9 | ||
| General Dynamics Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 118.3 |
| (b) Individuals (high net worth individuals) | 61 | 138.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,193 | 259.9 |
| By Discretionary | ||
| Discretionary | 1,193 | 259.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,193 | 259.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.9 | |
| Total | 1,193 | 259.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107657] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Utopia Wealth Management LLC
✚
|
FL | 261.4 M |
|
Prevail Wealth Management LLC
✚
|
WA | 260.8 M |
|
Trustwell Financial Advisors LLC
✚
|
FL | 260.8 M |
|
Finley Financial LLC
✚
|
NV | 259.8 M |
|
Private Wealth Consulting LLC
✚
|
259.3 M | |
|
Revel Wealth Management LLC
✚
|
NJ | 258.9 M |
|
Financial Institution Services LLC
✚
|
258.7 M | |
|
Equity Wealth Partners LLC
✚
|
MO | 258.6 M |
|
AFT Forsyth and Company Inc
✚
|
FL | 258.6 M |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 258.5 M |