CLARK WEALTH PARTNERS, LLC
Adviser information for CLARK WEALTH PARTNERS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,077 | $169.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,077 | $169.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 457 | $92.6M |
| HNW Individuals | 35 | $75.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 8 | $360,326 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $1.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-125783 |
|---|---|
| SEC ERA File Number | 801-125783 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321757 |
| Legal Entity Identifier | None |
Principal Office
821 WEST HWY 50SUITE 204
O'FALLON
IL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 618-607-4101, Fax: None
Chief Compliance Officer
LINDSAY MCMILLIN
821 WEST HWY 50
SUITE 204
O'FALLON
IL
United States
Tel:
618-607-4101
L********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLARK, MICHAEL, DEWAYNE | Individual | – | FOUNDER, CHIEF EXECUTIVE OFFICER | 10/2016 | > 75% |
| McMillin, Lindsay, A. | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |