Clark Wealth Strategies, Inc
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ADV data as of May 15, 2026
- Regulatory AUM
- $53.0M
- Discretionary
- $53.0M
- Clients
- 87
- Avg AUM / client
- $609K
- Accounts
- 87
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $36.0M | 67.9% |
| High net worth individuals | 15 | $16.0M | 30.2% |
| Corporations and other businesses | 2 | $1.0M | 1.89% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Brook Clark | Registered representative | Feb 2008 (18y) | ||
| Joseph Edward Vesey | Registered representative | Nov 2021 (5y) | ||
| Isaiah N Olson | Registered representative | Aug 2022 (4y) | ||
| Tyler Michael Clark | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $53.0M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗