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CLARK WEALTH PARTNERS, LLC

O'FALLON, IL · CRD 321757 · IAPD ↗ · clarkwealthpartners.com · 618-607-4101

$259.9MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CLARK WEALTH PARTNERS, LLC reported RAUM up 26% ($169.7M -> $213.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — CLARK WEALTH PARTNERS, LLC now reports custody of client assets ($38.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.