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CLARK WEALTH STRATEGIES, INC
CRD 146090
1918 N. 203RD STREET, SUITE 100, OMAHA, NE, 68022, United States
Phone
402-504-3531
Fax
402-939-0446
Registration
— (—)
Source
State registered
Total AUM
$53.0M
Discretionary AUM
$53.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting1031 EXCHANGE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $36.0M |
| High net worth individuals | 15 | $16.0M |
| Corporations/business entities | 2 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD