Leif Clarke Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,316,037
Total clients
164
15% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
82
Average account size
$367,781
About
Leif Clarke Wealth Management, Inc. is a state-registered investment adviser managing roughly $57.2 million for about 161 clients, providing portfolio management and retirement-plan advisory to individuals as well as businesses, banks, thrifts, credit unions, trusts and estates. The firm offers management across mutual funds, equities, ETFs, fixed income, REITs and options on both discretionary and non-discretionary bases.
The firm follows a value-oriented investment approach and tailors recommendations through a detailed client intake that assesses risk tolerance, time horizon, income needs and responses to large drawdowns. It manages approximately $39.4 million in discretionary accounts and $17.8 million in non-discretionary accounts, consults clients on all trades in non-discretionary accounts, and uses Fidelity/NFS custody while aggregating block trades when appropriate.
The firm’s owner operates an affiliated insurance agency, Benefactor Insurance Group, and receives commissions for insurance products, a disclosed potential conflict of interest that is uncommon among peers. The client mix includes institutional relationships—such as banks, credit unions and serving as the designated investment professional for a local nonprofit 401(k)—which is atypical for independent advisers of this size.
Client services
Expertise
Fee options
Standard fee is 1.25% annually, negotiable based on assets and investments
Account minimum: $100,000 targeted when seeking new clients, but no strict minimum required
Main office location
Leif Clarke Wealth Management, Inc.
2165 Carter Avenue
Ashland KY 41101, United States
Number of offices
1
Most active in
Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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