Clark Private Wealth, LLC

Clark Private Wealth, LLC is a state‑registered investment adviser that provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and estates. The firm constructs portfolios using ETFs, individual equities and bonds and also advises on retirement accounts and other planning topics.

The adviser relies on fundamental analysis and a generally long‑term investment approach while permitting shorter‑term trades for rebalancing or client needs; it may retain legacy holdings for tax or suitability reasons and may use cash positions as a hedge. Client accounts are managed on a discretionary basis with ongoing personal contact, and custody and execution are typically conducted through the firm’s recommended custodian under an institutional platform.

What is distinctive is the firm’s small scale—about $8.5 million in assets under management across roughly 26 clients—as disclosed in the brochure, which the adviser says supports continuous personal interaction and customized oversight. The firm may invest in ETFs that include digital‑asset exposure (clients are not directly invested in digital assets), and the principal is also a licensed insurance professional who may receive commissions and operates a separate mobile‑app business—outside activities and the Schwab institutional relationship are disclosed as potential conflicts of interest.