Clayton Wealth Partners

Overview

Clayton Wealth Partners is an SEC registered investment adviser based in Topeka, KS, registered since 1982. It reports $91M in assets under management across 1,876 accounts, with 14 employees. It has 7 investment adviser representatives.

Reported AUM

$91M

Discretionary

100%

Accounts

1,876

Average account

$485K

Employees

14

Advisory reps

7

Registered since

1982

Jurisdictions

14

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Clinton E Patty Chief Compliance Officer, Managing Partner, Director CRD 7088954
• James Michael Walden Partner, Chief Investment Officer, Director CRD 4188489
• Barbara Jean Duncan Partner, Senior Wealth Advisor, Director CRD 5716333

3 more executive officers, with direct contact details

Advisory reps 3 of 7

• Sean Andrew Bounous Investment Adviser Rep CRD 8038482
• Barbara Jean Duncan Investment Adviser Rep CRD 5716333
• Zachary Wayne Pohlenz Investment Adviser Rep CRD 6786389

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

716 S Kansas Ave
Topeka, KS 66603

County

Shawnee

Metro area

Topeka, KS

Region

Midwest

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: claytonwealthpartners.com

Every state, with registration dates

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