Van Clemens Wealth Management, LLC

RIASEC RegisteredEst. 2024

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 and registered with the SEC in 2024. The firm acts as a capital allocator to its clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its client base includes both individuals and families as well as institutional clients. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements. The firm is not positioned as an ESG investor and does not identify itself as a pension consultant. The firm maintains industry relationships with broker-dealers, accounting firms, and insurance companies, which supports its advisory and implementation capabilities. It also offers services tied to third-party manager selection rather than relying exclusively on in-house strategies.