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Leif Clarke Wealth Management, Inc.

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Client assets under management

$60,316,037

Clients

164

15% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

82

High

Average account size

$367,781

About

Leif Clarke Wealth Management, Inc. is a state-registered investment adviser managing roughly $57.2 million for about 161 clients, providing portfolio management and retirement-plan advisory to individuals as well as businesses, banks, thrifts, credit unions, trusts and estates. The firm offers management across mutual funds, equities, ETFs, fixed income, REITs and options on both discretionary and non-discretionary bases.

The firm follows a value-oriented investment approach and tailors recommendations through a detailed client intake that assesses risk tolerance, time horizon, income needs and responses to large drawdowns. It manages approximately $39.4 million in discretionary accounts and $17.8 million in non-discretionary accounts, consults clients on all trades in non-discretionary accounts, and uses Fidelity/NFS custody while aggregating block trades when appropriate.

The firm’s owner operates an affiliated insurance agency, Benefactor Insurance Group, and receives commissions for insurance products, a disclosed potential conflict of interest that is uncommon among peers. The client mix includes institutional relationships—such as banks, credit unions and serving as the designated investment professional for a local nonprofit 401(k)—which is atypical for independent advisers of this size.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Retirement income strategy

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Fee options

Percentage

Standard fee is 1.25% annually, negotiable based on assets and investments

Other

Account minimum: $100,000 targeted when seeking new clients, but no strict minimum required

Main office location

Leif Clarke Wealth Management, Inc.

2165 Carter Avenue

Ashland KY 41101, United States

Number of offices

1

Most active in

More info

Kentucky

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 606-325-0055

Advisors at this firm

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user avatar

Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.

Options & derivatives strategies Concentrated stock management Retirement income strategy
user avatar

Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is a Series 65-licensed advisor at Leif Clarke Wealth Management, Inc. with over nine years of experience in financial services. His prior roles include positions at Baird, Kentucky Farmers Bank, City National Bank, and Richwood Industries. Leif Clarke Wealth Management provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates. The firm employs a value-oriented investment approach and customizes recommendations based on detailed client assessments of risk tolerance, time horizon, and income needs.

Options & derivatives strategies Concentrated stock management Retirement income strategy
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