DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Clark Nuber Wealth Management
Legal name Clark Nuber Wealth Management, LLC
Latest filing Mar 4, 2026
First filing on the tape Mar 4, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 18.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- unknownreportedItem 5.E
- Advisory activities
- unknownreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- n/areported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Garland Pannell | Bellevue, Wa | Jul 21, 1999 | 36 y | 0 |
| Thomas J Sulewski | Bellevue, Wa | Nov 14, 2024 | 35 y | 0 |
| Matthew Ralph Sutorius | Bellevue, Wa | Nov 27, 2024 | 18 y | 0 |
| Peter Ralph Miller | Bellevue, Wa | Nov 27, 2024 | 26 y | 0 |
| Matthew G. Medlin | Bellevue, Wa | Dec 3, 2024 | 12 y | 0 |
| Hillary Anne Parker | Bellevue, Wa | Feb 9, 2025 | 21 y | 0 |
| Jennifer Becker Harris | Bellevue, Wa | Mar 25, 2025 | 23 y | 0 |
| Karen Fitzgerald Ledbetter | Bellevue, Wa | Apr 28, 2025 | 22 y | 0 |
| Julie C. Eisenhauer | Bellevue, Wa | May 6, 2025 | 22 y | 0 |
| Mitchell Regan Hansen | Bremerton, Wa | Jun 10, 2025 | 26 y | 0 |
| Shelly Denise Archuleta | Bellevue, Wa | Jun 13, 2025 | 23 y | 0 |
| Margarete Mary Kuchan | Bellevue, Wa | Jul 31, 2025 | 10 y | 0 |
| Candice Elaine Avery | Bellevue, Wa | Oct 16, 2025 | 26 y | 0 |
| Sara Elizabeth Hall Jones | Bellevue, Wa | Nov 26, 2025 | 21 y | 0 |
| Kelly Frances Rancourt | Bellevue, Wa | Dec 11, 2025 | 12 y | 0 |
| Troy Davis Rector | Bellevue, Wa | Dec 17, 2025 | 23 y | 0 |
| Sarah Elizabeth Wine | Bellevue, Wa | Jan 20, 2026 | 17 y | 0 |
| Amy Laine Wilson Hernandez | Bellevue, Wa | Feb 11, 2026 | 13 y | 0 |
Advisor movement
Left, latest
- Rachele Solomae Bouchand to Cornerstone Advisors IncJul 18, 2016 · Other
Joined, latest
- Rachele Solomae Bouchand from Cawaring Financial Planning, LLCDec 11, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellevue, Wa · principal | 18 | 6 | 0 | ||
| Camas, Wa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
1 dated events
- Gregory Scott Barker no longer registered at Clark Nuber Wealth Management; no later IA registration on IAPDNov 8, 2024 · Advisor departure · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 425-454-4919reportedpublic record, Form ADV, Mar 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026