{
  "crd_number": 321757,
  "slug": "clark-wealth-partners-llc-o-fallon-il-321757",
  "primary_business_name": "CLARK WEALTH PARTNERS, LLC",
  "legal_name": "CLARK WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "O'Fallon",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 259876181.0,
  "raum_discretionary": 259876181.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1456983.0,
      "count": 19
    },
    "individuals": {
      "raum": 118327496.0,
      "count": 383
    },
    "high_net_worth_individuals": {
      "raum": 138594393.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 1497309.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://clarkwealthpartners.com",
    "https://facebook.com/ClarkWealthPartners",
    "https://linkedin.com/company/clarkwealthpartners",
    "https://youtube.com/@ClarkWealthPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321757",
  "city_as_filed": "O'FALLON",
  "url": "https://advisorcensus.com/firm/clark-wealth-partners-llc-o-fallon-il-321757",
  "display_name": "Clark Wealth Partners, LLC",
  "summary": "Clark Wealth Partners, LLC is an SEC-registered investment advisory firm in O'Fallon, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Clark Wealth Partners, LLC (CRD 321757): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Clark Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clark Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Clark Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $250 an hour (additional time for stand-alone financial planning services); Flat fee: $1,000 (Access to the Platform). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clark Wealth Partners, LLC located?",
      "a": "Clark Wealth Partners, LLC's principal office is in O'Fallon, IL, according to its Form ADV."
    },
    {
      "q": "Is Clark Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Clark Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321757."
    },
    {
      "q": "How much does Clark Wealth Partners, LLC manage?",
      "a": "Clark Wealth Partners, LLC reports $259,876,181 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clark Wealth Partners, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Clark Wealth Partners, LLC: Regulatory assets under management: $140,100,000 in the October 2022 data and $259,876,181 in the October 2026 data, up 85%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clark Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (383); high net worth individuals (61); charitable organizations (19)."
    },
    {
      "q": "Which custodians does Clark Wealth Partners, LLC use?",
      "a": "Clark Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clark Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321757"
    },
    {
      "q": "What changed in Clark Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 140100000.0,
      "total_employees": 3,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 148510340.0,
      "total_employees": 4,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 169650299.0,
      "total_employees": 5,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 213398836.0,
      "total_employees": 6,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 259876181.0,
      "total_employees": 7,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $213,398,836 to $259,876,181 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (additional time for stand-alone financial planning services)",
      "Flat fee: $1,000 (Access to the Platform)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (additional time for stand-alone financial planning services)"
        ],
        "quotes": [
          "If the scope of work changes after commencement, and requires more time than originally estimated, additional time will be billed at $250 per hour subject to your consent before the additional work is performed."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 (Access to the Platform)"
        ],
        "quotes": [
          "Access to the Platform as described in Item 4 above is provided on a flat-fee basis, and the fee is due at the time clients enter into the agreement to receive access. The fee for access to the Platform is $1000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "additional time for stand-alone financial planning services"
        },
        {
          "kind": "flat",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Access to the Platform"
        }
      ]
    },
    "quotes": [
      "If the scope of work changes after commencement, and requires more time than originally estimated, additional time will be billed at $250 per hour subject to your consent before the additional work is performed.",
      "Access to the Platform as described in Item 4 above is provided on a flat-fee basis, and the fee is due at the time clients enter into the agreement to receive access. The fee for access to the Platform is $1000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clark-wealth-partners-llc-o-fallon-il-321757.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 383,
      "fewer_than_5": false,
      "raum": 118327496.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 138594393.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 19,
      "fewer_than_5": false,
      "raum": 1456983.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1497309.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321757",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}