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.
SEC-registered adviser
Clark Wealth Partners, LLC
Latest filing Mar 19, 2026
First filing on the tape May 2, 2022 · 15 filings
SEC status approved since Jun 2, 2022
RAUM
$260M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$257M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$65.0M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$260M as of Mar 19, 2026
Mar 14, 2023$149M then
HNW client RAUM$139M as of Mar 19, 2026
Mar 14, 2023$72.8M then
State-registered IARs (5.B.3)3 as of Mar 19, 2026
Mar 14, 20233 then
Employees (5.A)6 as of Mar 19, 2026
Mar 14, 20235 then
Private funds: no history
RAUM +22% over the last fiscal year+21% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $65.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 111derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $217,834derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $80.3M, 249 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$139M53%
- Individuals$118M46%
- Corporations and businesses$1.5M0.6%
- Charitable organizations$1.5M0.6%
- Individual clients
- 383reported
- HNW clients
- 61reported
- Pension plan clients
- n/areported
- Charitable clients
- 19reported
- Accounts
- 1,193reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $80.3M for 249 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Dewayne ClarkCertified Financial Planner | O'Fallon, Il | Jun 2, 2022 | 22 y | 3 |
| Jacob Dwayne Mckinney | O'Fallon, Il | Feb 2, 2024 | 12 y | 0 |
| Andrew Raymond Branz | O'Fallon, Il | Mar 10, 2025 | 11 y | 1 |
| James Hampton NashCertified Financial Planner, Chartered Financial Consultant | O'Fallon, Il | Jul 22, 2026 | 14 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Lindsay Mcmillin to Wells Fargo AdvisorsOct 3, 2024 · RIA to wirehouse
Joined, latest
- James Hampton Nash from First Command Advisory ServicesJul 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Andrew Raymond Branz from Eagle Strategies LLCMar 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Michael Dewayne Clark from Visionary Wealth Advisors, LLCJun 2, 2022 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dewayne Michael Clark · Founder, Chief Executive Officer, Chief Compliance Officercontrolsince 10/2016 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Ofallon, Il | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,065 to 1,193Oct 15, 2025 to Mar 19, 2026
- Charity clients · 14 to 19Oct 15, 2025 to Mar 19, 2026
- Corporate clients · 2 to 1Oct 15, 2025 to Mar 19, 2026
- HNW clients · 54 to 61Oct 15, 2025 to Mar 19, 2026
- Individual clients · 340 to 383Oct 15, 2025 to Mar 19, 2026
- Assets in custody · $58.7M to $80.3MOct 15, 2025 to Mar 19, 2026
- Discretionary RAUM · $213M to $260MOct 15, 2025 to Mar 19, 2026
- HNW RAUM · $121M to $139MOct 15, 2025 to Mar 19, 2026
- Individual RAUM · $90.4M to $118MOct 15, 2025 to Mar 19, 2026
- RAUM · $213M to $260MOct 15, 2025 to Mar 19, 2026
- Accounts · 1,077 to 1,065Oct 3, 2024 to Mar 13, 2025
- Advisory employees · 2 to 3Oct 3, 2024 to Mar 13, 2025
- Charity clients · 8 to 14Oct 3, 2024 to Mar 13, 2025
- HNW clients · 35 to 54Oct 3, 2024 to Mar 13, 2025
- Individual clients · 457 to 340Oct 3, 2024 to Mar 13, 2025
- Assets in custody · $38.0M to $58.7MOct 3, 2024 to Mar 13, 2025
- Employees · 4 to 6Oct 3, 2024 to Mar 13, 2025
- Financial planning clients · 251-500 to 251-500Oct 3, 2024 to Mar 13, 2025
- State-registered IARs · 2 to 3Oct 3, 2024 to Mar 13, 2025
- Discretionary RAUM · $170M to $213MOct 3, 2024 to Mar 13, 2025
- HNW RAUM · $75.5M to $121MOct 3, 2024 to Mar 13, 2025
- Individual RAUM · $92.6M to $90.4MOct 3, 2024 to Mar 13, 2025
- RAUM · $170M to $213MOct 3, 2024 to Mar 13, 2025
- Advisory employees · 3 to 2Mar 14, 2024 to Oct 3, 2024
- Employees · 5 to 4Mar 14, 2024 to Oct 3, 2024
- State-registered IARs · 3 to 2Mar 14, 2024 to Oct 3, 2024
- Accounts · 1,229 to 1,077Nov 22, 2023 to Mar 14, 2024
- Advisory employees · 2 to 3Nov 22, 2023 to Mar 14, 2024
- Charity clients · 2 to 8Nov 22, 2023 to Mar 14, 2024
- Corporate clients · unset to 2.0Nov 22, 2023 to Mar 14, 2024
- HNW clients · 51 to 35Nov 22, 2023 to Mar 14, 2024
- Individual clients · 386 to 457Nov 22, 2023 to Mar 14, 2024
- Assets in custody · unset to 37962848.0Nov 22, 2023 to Mar 14, 2024
- Custody of client assets · false to trueNov 22, 2023 to Mar 14, 2024
- Employees · 4 to 5Nov 22, 2023 to Mar 14, 2024
- Discretionary RAUM · $149M to $170MNov 22, 2023 to Mar 14, 2024
- HNW RAUM · $72.8M to $75.5MNov 22, 2023 to Mar 14, 2024
- Individual RAUM · $75.6M to $92.6MNov 22, 2023 to Mar 14, 2024
- RAUM · $149M to $170MNov 22, 2023 to Mar 14, 2024
- Advisory employees · 3 to 2Mar 14, 2023 to Jul 24, 2023
Signals
4 dated events
- Lindsay Mcmillin left Clark Wealth Partners, Llc for Wells Fargo Advisors (registered 2026-07-20)Oct 3, 2024 · Advisor changed firm · fact
- A. Lindsay Mcmillin (Chief Compliance Officer) no longer on Schedule A of Clark Wealth Partners, Llc (listed 2024-03-14, absent 2024-10-03)Oct 3, 2024 · Control person left · inference
- A. Lindsay Mcmillin (Chief Compliance Officer) appeared on Schedule A of Clark Wealth Partners, LlcJul 24, 2023 · Control person joined · fact
- Clark Wealth Partners, Llc filed its initial SEC registration (Form ADV)May 2, 2022 · First SEC registration · 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
- Business email
- info@clarkwealthpartners.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 618-607-4101reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 618-701-4068reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/clarkwealthpartnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- clarkwealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 618-607-4101reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- clarkwealthpartners.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $65.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026