Clark Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Clark Wealth Partners reports 464 clients. They include 383 individual clients, 61 high-net-worth individuals and 19 charitable organizations. Of its assets, 100.0% ($260M across 1,193 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 46% |
| High-net-worth individuals | 13% | 53% |
| Charitable organizations | 4% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 383 | $118M | 45.5% | $309K |
| High-net-worth individuals | 61 | $139M | 53.3% | $2.27M |
| Charitable organizations | 19 | $1.46M | 0.6% | $76.7K |
| Corporations and other businesses | Fewer than 5 | $1.5M | 0.6% | $1.5M |
| Total | 464 | $260M | 100% | — |
- Clients
- 383
- Regulatory AUM
- $118M
- AUM share
- 45.5%
- Avg. per client
- $309K
- Clients
- 61
- Regulatory AUM
- $139M
- AUM share
- 53.3%
- Avg. per client
- $2.27M
- Clients
- 19
- Regulatory AUM
- $1.46M
- AUM share
- 0.6%
- Avg. per client
- $76.7K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.5M
- AUM share
- 0.6%
- Avg. per client
- $1.5M
Total
- Clients
- 464
- Regulatory AUM
- $260M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Clark Wealth Partners charges 1.00%–1.25% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning
- Stand-alone financial planning is a flat fee based on scope and complexity; added time is billed at $250 per hour.
Michael Clark owns 75% or more of Clark Wealth Partners. Michael Clark is CEO. It has 7 employees, 4 of them in advisory roles.
Leadership
- Michael ClarkFounder, Chief Executive Officer, Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Andrew Raymond Branz
- Michael Dewayne Clark
- Jacob Dwayne McKinney
- James Hampton Nash III
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Clark Wealth Partners, LLC
Michael Clark
Control person · since October 2016
Clark Wealth Partners’ regulatory assets grew Infinity× from $0 (June 2022) to $260M (September 2026); employees rose from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $260M | 464 | 7 | 1 |
| March 2025 | $213M | 410 | 6 | 1 |
| March 2024 | $170M | 502 | 5 | 1 |
| July 2023 | $149M | 439 | 4 | 1 |
| June 2022 | $0 | 0 | 3 | 1 |
Besides its headquarters, Clark Wealth Partners has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 821 West Hwy 50, Suite 204, O'FallonHQ
Contact and registration details
- Legal name
- Clark Wealth Partners, LLC
- Headquarters
- 821 West Hwy 50, Suite 204, O'Fallon, IL 62269
- Website
- clarkwealthpartners.com
- Phone
- 618-607-4101
- @clarkwealthpartners
- SEC file
- 801-125783
- Structure
- Illinois LLC
- Fiscal year end
- December
Clark Wealth Partners uses Charles Schwab ($259M) as custodian for its separately managed accounts. Clark Wealth Partners has custody of $80.3M in client assets for 249 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $259M100%
At year end, Clark Wealth Partners’ separately managed accounts were mostly in funds (80%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $177M across 571 positions; the largest are Invesco Exch Traded FD TR II (12.3%), Schwab Strategic TR (11.4%) and Invesco Exchange Traded FD T (9.5%).
What the accounts hold
- Stocks11%
- Funds80%
- Bonds6%
- Cash1%
- Other2%
- Alternative investments2%
Reported 13F holdings
- $177M
- Reported 13F value
- 571
- Positions
- 70.4%
- In the 10 largest
- +19.0%
- Value vs. prior quarter
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF12.3%
- Schwab Strategic TR · US Lcap GR ETF11.4%
- Invesco Exchange Traded FD T · S&P Smlcp Moment9.5%
- Invesco Exch Traded FD TR II · S&P Intl Momnt8.1%
- Fidelity Covington Trust · High Divid ETF8.1%
- Pgim ETF TR · Pgim Ultra SH BD6.4%
- American Centy ETF TR · Intl EQT ETF4.7%
- Invesco Exchange Traded FD T · S&P Mdcp Quality4.2%
- J P Morgan Exchange Traded F · Equity Premium2.9%
- Tidal Trust I · Fund Gran US ETF2.8%
Together, the ten largest are 70.4% of reported value.
How many clients does Clark Wealth Partners have?
Clark Wealth Partners has 464 clients and manages $260 million for them, as of September 2026. They include 383 individual clients, 61 high-net-worth individuals and 19 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Clark Wealth Partners offer?
Clark Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clark Wealth Partners charge?
Clark Wealth Partners charges 1.00%–1.25% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: CLARK WEALTH PARTNERS ADV PART 2A V.09.17.26, filed 17 September 2026
Which custodians does Clark Wealth Partners use?
Clark Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $259M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Clark Wealth Partners have?
Clark Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clark Wealth Partners invest in?
At the end of its last fiscal year, Clark Wealth Partners’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% state and local bonds, 2% other and 1% cash and equivalents. The 2% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clark Wealth Partners?
Clark Wealth Partners’ direct owner is Michael Clark (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Clark Wealth Partners get paid?
Clark Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Clark Wealth Partners registered with the SEC?
Yes, Clark Wealth Partners has been registered with the SEC as an investment adviser since 2 June 2022. Its CRD number is 321757 and its SEC file number is 801-125783.
Source: Form ADV Part 1A, Item 1, filed 17 September 2026; IAPD firm record
How do I contact Clark Wealth Partners?
Clark Wealth Partners’ main office is at 821 West Hwy 50, Suite 204, O'Fallon, IL 62269. Its phone number is 618-607-4101. Its website is clarkwealthpartners.com.