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LEIF CLARKE WEALTH MANAGEMENT, INC.
CRD 146369
2165 CARTER AVENUE, ASHLAND, KY, 41101, United States
Phone
606-325-0055
Fax
606-325-0055
Registration
— (—)
Source
State registered
Total AUM
$60.3M
Discretionary AUM
$47.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $18.9M |
| High net worth individuals | 24 | $41.4M |
All web addresses on file
Official SEC filing: View on IAPD