VAN CLEMENS WEALTH MANAGEMENT, LLC

Overview

Van Clemens Wealth Management, LLC is an independent, SEC-registered advisory firm that positions itself as a capital allocator for individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party advisers when they deem appropriate. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Van Clemens reports it does not emphasize ESG investing and identifies as an independent RIA; it also lists affiliations with a broker‑dealer, an accounting firm, and an insurance company. The firm is organized as a limited liability company and lists both domestic-entity and individual ownership. It began SEC registration in 2024 and describes its role as allocating capital to external managers in addition to managing client relationships directly.

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Public Holdings

Investments & Alternatives

Location & Offices