Clark Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,500,000
Total clients
26
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$326,923
About
Clark Private Wealth, LLC is a state‑registered investment adviser that provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and estates. The firm constructs portfolios using ETFs, individual equities and bonds and also advises on retirement accounts and other planning topics.
The adviser relies on fundamental analysis and a generally long‑term investment approach while permitting shorter‑term trades for rebalancing or client needs; it may retain legacy holdings for tax or suitability reasons and may use cash positions as a hedge. Client accounts are managed on a discretionary basis with ongoing personal contact, and custody and execution are typically conducted through the firm’s recommended custodian under an institutional platform.
What is distinctive is the firm’s small scale—about $8.5 million in assets under management across roughly 26 clients—as disclosed in the brochure, which the adviser says supports continuous personal interaction and customized oversight. The firm may invest in ETFs that include digital‑asset exposure (clients are not directly invested in digital assets), and the principal is also a licensed insurance professional who may receive commissions and operates a separate mobile‑app business—outside activities and the Schwab institutional relationship are disclosed as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.00% annually
Main office location
Clark Private Wealth, LLC
801 S. Miami Avenue, Unit 2103
Miami FL 33130, United States
Number of offices
1
Most active in
Clark Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(913) 963-9757
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