CLARK WEALTH STRATEGIES, INC
Firm details
- Headquarters
- ELKHORN, Nebraska
- CRD number
- 146090
- Website
- www.fiduciary1031.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals67.92%
- HNWI30.19%
- Corporations / Businesses1.89%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Clark Wealth Strategies, Inc. is an independent registered investment advisor organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, with primary advisory work centered on portfolio management for individuals and small businesses and offering pension consulting services. Its client-fee model includes a percentage-of-assets-under-management component alongside other fee arrangements. The firm is not flagged as an active ESG investor and does not present itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1DAVID CLARK
President, CEOCRD 2836304
Contacts
3 of 3Tyler Clark
Vice PresidentCRD 8124155
Joseph Vesey
Senior Sales RepresentativeCRD 7419287
Isaiah Olson
Director of OperationsCRD 6770171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ELKHORN, NE
DOUGLAS
Location
ELKHORN, NE
Headquartered in ELKHORN, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 1918 N 203rd St
- Time zone
- CT (UTC-6)
- Office locations
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