Van Clemens Wealth Management, LLC

RIASEC Registered

Total AUM

$470M

Discretionary

$464M

99% of AUM

Avg account

$296K

Accounts

1,589

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 297362
Registered since: April 12, 2024
Website: www.vanclemens.com
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.78%
Individuals25.45%
Pension & Profit Sharing Plans1.3%
Insurance Companies0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Van Clemens Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. Compensation mixes percentage-of-assets fees with hourly and fixed-fee arrangements. The firm reports relationships or affiliations with broker-dealers, accounting professionals, and insurance providers, and it does not identify as an active ESG investor.