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 registered investment adviser that began SEC registration in 2024. The firm operates as a limited liability company and identifies as a capital allocator that works with both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is delivered through a mix of asset‑based fees, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
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
CEOCRD 5889436
Brian Willet
Founder & CEOCRD 5465552
Contacts
3 of 36
Gregory Grunsted
BrokerCRD 1470579
Robert Hahn
Vice President of OperationsCRD 2749437
Justin Stokes
Financial AdvisorCRD 8189715
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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