# Clark Wealth Partners, LLC > 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. - CRD: 321757 - Filed as: CLARK WEALTH PARTNERS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: O'Fallon, IL - Filing period: October 2026 - Form ADV filing dated: September 17, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321757 - AdvisorCensus page: https://advisorcensus.com/firm/clark-wealth-partners-llc-o-fallon-il-321757 ## Quick answers **How is Clark Wealth Partners, LLC compensated?** 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). **How much does Clark Wealth Partners, LLC charge?** 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. **Where is Clark Wealth Partners, LLC located?** Clark Wealth Partners, LLC's principal office is in O'Fallon, IL, according to its Form ADV. **Is Clark Wealth Partners, LLC registered with the SEC or a state?** Clark Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321757. **How much does Clark Wealth Partners, LLC manage?** Clark Wealth Partners, LLC reports $259,876,181 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary). **How have Clark Wealth Partners, LLC's assets and staff changed since 2022?** 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. **What types of clients does Clark Wealth Partners, LLC serve?** 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). **Which custodians does Clark Wealth Partners, LLC use?** 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. **Does Clark Wealth Partners, LLC report any disciplinary disclosures?** 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 **What changed in Clark Wealth Partners, LLC's recent Form ADV filings?** In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026) - Hourly rate: $250 an hour (additional time for stand-alone financial planning services) > 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. - Flat fee: $1,000 (Access to the Platform) > 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 As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $259,876,181 - Discretionary: $259,876,181 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 383 | $118,327,496 | | High net worth individuals | 61 | $138,594,393 | | Charitable organizations | 19 | $1,456,983 | | Corporations or other businesses not listed above | 1 | $1,497,309 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2022 (4 years) - Employees: 7 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, IL, MO, NE, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - clarkwealthpartners.com - Facebook @ClarkWealthPartners - LinkedIn @clarkwealthpartners - YouTube @ClarkWealthPartners ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2022 | $140,100,000 | 3 | September 6, 2022 | | October 2023 | $148,510,340 | 4 | July 24, 2023 | | October 2024 | $169,650,299 | 5 | March 14, 2024 | | October 2025 | $213,398,836 | 6 | March 13, 2025 | | October 2026 | $259,876,181 | 7 | September 17, 2026 | 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. ## Changes in the filing (last 12 months) ### October 2026 - Employees performing advisory functions went from 3 to 4. ### April 2026 - Regulatory assets under management went from $213,398,836 to $259,876,181 (+22%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Wealth Partners, LLC (CRD 321757): Form ADV filing data as of October 2026.