Leif Clarke Wealth Management, Inc.

Overview

Leif Clarke Wealth Management, Inc. is a privately owned corporation that provides fee-based portfolio management primarily for individual and family clients, as well as for small businesses and other business or institutional accounts. The firm charges a percentage-of-AUM advisory fee and operates under an owner-managed structure. Its reported advisory activities focus on discretionary and non-discretionary portfolio management rather than on broader capital allocation or pension consulting. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of annuity products in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives