LEIF CLARKE WEALTH MANAGEMENT, INC.

LEIF CLARKE WEALTH MANAGEMENT, INC. of ASHLAND, KY is an SEC-registered investment adviser (CRD 146369). Regulatory assets under management: $60.3M.

Registration

• CRD: 146369
• Type: Registered investment adviser
• Location: 2165 CARTER AVENUE, ASHLAND, KY, 41101
• Phone: 606-325-0055
• Latest filing: 2026-06-16
• Regulatory AUM: $60.3M
• Discretionary AUM: $47.2M
• Non-discretionary AUM: $13.1M
• Clients: 1
• Accounts: 164

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search