CLAYTON WEALTH PARTNERS
Total AUM
$909.8M
Employees
14Clients
754Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
716 SOUTH KANSAS AVENUE
TOPEKA
KS 66603-3808
United States
TOPEKA
KS 66603-3808
United States
Operating Hours
08:30 A.M. TO 04:30 P.M.
Monday - Friday
Monday - Friday
Phone
785-232-3266
Other Offices
1
Financials
Total AUM
$909.8M
Accounts
1,876Discretionary
$909.8M
Accounts
1,876Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
606AUM
$302M
HNW Individual Clients
110AUM
$470.4M
Charitable Organization Clients
19AUM
$125.8M
Corporation or Business Clients
1AUM
$458.6K
Other Clients
18AUM
$11.2M
Description of Other Clients
RELATED PERSONS
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLKSMONCNENHNYOKTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.