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Building 2CLARK WEALTH PARTNERS, LLC

Map pinO'FALLON, IL
Phone618-607-4101
NotebookSEC #801-125783
Total AUM
$259.9M
Employees
6
Clients
464

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
821 WEST HWY 50
SUITE 204
O'FALLON
IL 62269
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
618-607-4101

ReceiptFinancials

Total AUM
$259.9M
Accounts
1,193
Discretionary
$259.9M
Accounts
1,193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
383
AUM
$118.3M
HNW Individual Clients
61
AUM
$138.6M
Charitable Organization Clients
19
AUM
$1.5M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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