RIA Intel›Advisers›Kentucky›LEIF CLARKE WEALTH MANAGEMENT, INC.

LEIF CLARKE WEALTH MANAGEMENT, INC.

Advisory

ASHLAND, KY

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in KY

#123

of 136 advisers by AUM

Average account

$368K

across 164 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$47M

Non-Discretionary AUM$13M

Discretionary %78.2%

Total Clients164

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKY

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

164 clients

24 high-net-worth

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

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