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| Happy Holidays!! thanks for using AUM13F!! |
| Clark Wealth Partners LLC
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| CRD # | 321757 |
| SEC # | 801-125783 |
| CIK # | |
| AUM | $213.4 M (2025-03-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 618-607-4101 |
| Address | 821 West Hwy 50 Ofallon, IL 62269 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 90.4 |
| (b) Individuals (high net worth individuals) | 54 | 120.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,065 | 213.4 |
| By Discretionary | ||
| Discretionary | 1,065 | 213.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,065 | 213.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.4 | |
| Total | 1,065 | 213.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Paladin Advisory Group LLC
✚
|
IA | 0.2 |
|
NERD Wallet Wealth Partners
✚
|
NY | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Carroll Investors Inc
✚
|
SC | 0.2 |
|
Formulate Financial LLC
✚
|
0.2 | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Conway Capital Management Inc
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |