CLARK WEALTH PARTNERS, LLC

821 West Hwy 50
Suite 204
O'fallon, Illinois 62269
Tel: 618-607-4101

About CLARK WEALTH PARTNERS, LLC

CLARK WEALTH PARTNERS, LLC, formally registered with the SEC as CLARK WEALTH PARTNERS, LLC. The firm was established in 06/02/2022. They have over 1 offices throughout the country.

CLARK WEALTH PARTNERS, LLC is a O'fallon, Illinois based Financial Planning firm with nearly $169,650,299 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321757
SEC#	801-125783
Assets Managed by Firm	$169,650,299
No. of Clients	1077
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1077	$169,650,299
Individuals (other than high net worth individuals)	457	$92,610,901
High net worth individuals	35	$75,511,799
Charitable organizations	8	$360,326
Corporations or other businesses	2	$1,167,273

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