RIA Intel›Advisers›Nebraska›CLARK WEALTH STRATEGIES, INC

CLARK WEALTH STRATEGIES, INC

Advisory

OMAHA, NE

Data as of May 15, 2026 · Source: SEC Form ADV

Rank in NE

#116

of 134 advisers by AUM

Average account

$609K

across 87 accounts

AUM per adviser

$13M

4 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, IA, MN, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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