# Clark Wealth Strategies, Inc

> Clark Wealth Strategies, Inc is a state-registered investment advisory firm in Omaha, NE, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 146090
- Filed as: CLARK WEALTH STRATEGIES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146090
- AdvisorCensus page: https://advisorcensus.com/firm/clark-wealth-strategies-inc-omaha-ne-146090

## Quick answers

**How is Clark Wealth Strategies, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Clark Wealth Strategies, Inc reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clark Wealth Strategies, Inc located?**
Clark Wealth Strategies, Inc's principal office is in Omaha, NE, according to its Form ADV.

**Is Clark Wealth Strategies, Inc registered with the SEC or a state?**
Clark Wealth Strategies, Inc is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146090.

**How much does Clark Wealth Strategies, Inc manage?**
Clark Wealth Strategies, Inc reports $53,000,000 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Clark Wealth Strategies, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (15); corporations or other businesses not listed above (2).

**Does Clark Wealth Strategies, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146090

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $53,000,000
- Discretionary: $53,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $36,000,000 |
| High net worth individuals | 15 | $16,000,000 |
| Corporations or other businesses not listed above | 2 | $1,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, MN, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarkwealthstrategies.com
- LinkedIn @DAVID-B-CLARK-505A1051
- X @ASKCWS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clark Wealth Strategies, Inc (CRD 146090): Form ADV filing data as of October 2026.