Van Clemens Wealth Management, LLC
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
FINTRXOverview
Van Clemens Wealth Management, LLC is an independent, SEC-registered registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Van Clemens maintains business relationships with broker-dealers, accounting firms, and insurance companies. The adviser does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities46%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Whitney Emanuel
Founder & CEOCRD 5889436
Brian Willet
Founder & CEOCRD 5465552
Contacts
3 of 38
Jeffrey Mahoney
Registered RepresentativeCRD 5333809
Wei Qiao
Financial AdvisorCRD 7123045
Robyn Honeycutt
Insurance AgentCRD 6171846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 900 2nd Ave S
- Time zone
- CT (UTC-6)
- Office locations
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