Lucas Clark
Redw Wealth · Albuquerque, New Mexico
Lucas Clark is a fee-only financial advisor at Redw Wealth in Albuquerque, New Mexico. Redw Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Redw Wealth |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $869.2M across 892 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 7345395 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | redw.com/wealth (affiliate) |
How Lucas's firm compares
- Redw Wealth's average account is about $974,000, from its Form ADV (assets managed divided by 892 accounts).
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Questions about Lucas
Is Lucas Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and Redw Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas's firm, Redw Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lucas Clark based?
Lucas Clark is based in Albuquerque, New Mexico.
Is Lucas Clark registered with the SEC?
Yes. Lucas Clark is registered as an investment adviser representative in SC and TX (CRD 7345395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redw Wealth manage?
Redw Wealth reports $869.2M across 892 accounts in assets under management.
How do I contact Lucas Clark?
Through Lucas's website, redw.com/wealth (affiliate).
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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