CLARK WEALTH STRATEGIES, INC

CLARK WEALTH STRATEGIES, INC of OMAHA, NE is an SEC-registered investment adviser (CRD 146090). Regulatory assets under management: $53.0M.

Registration

• CRD: 146090
• Type: Registered investment adviser
• Location: 1918 N. 203RD STREET, OMAHA, NE, 68022
• Phone: 402-504-3531
• Latest filing: 2026-05-15
• Regulatory AUM: $53.0M
• Discretionary AUM: $53.0M
• Clients: 5
• Accounts: 87

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146090 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search