CLARK NUBER WEALTH MANAGEMENT

Overview

Clark Nuber Wealth Management operates as an independent wealth-management arm organized as a limited liability company and is tied to an accounting-practice affiliation. The firm does not present itself as a capital allocator; rather it appears to rely on third-party managers for non-core exposures. Clark Nuber Wealth Management is not an active ESG investor and is not designated as a multi-state adviser. Its fee structure is listed as “other,” which suggests pricing arrangements that may be hourly, retainer-based, or bundled with accounting services rather than standard AUM-percent billing. Investment activity centers on conventional wealth-management work supplemented by targeted use of alternative exposure. Given the accounting affiliation, expect an emphasis on tax-aware portfolio construction and integration with clients’ broader financial and business planning, rather than large-scale institutional-like asset allocation or direct private-equity sourcing.

Assets & Accounts

Investments & Alternatives

Location & Offices