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CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC
CRD 105898 · SEC 801-17344
716 SOUTH KANSAS AVENUE, TOPEKA, KS, 66603-3808, United States
Phone
785-232-3266
Fax
785-232-9602
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$909.8M
Discretionary AUM
$909.8M
Team
14 total employees; 8 advisory reps; 22 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 606 | $302.0M |
| High net worth individuals | 110 | $470.4M |
| Charitable organizations | 19 | $125.8M |
States served
AZ, CA, CO, KS, NE, NY, NC, OK, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD