← Back to searchVisit website
VAN CLEMENS WEALTH MANAGEMENT, LLC
CRD 297362 · SEC 801-129906
900 2ND AVENUE SOUTH, SUITE 1500, MINNEAPOLIS, MN, 55402, United States
Phone
612-758-9140
Fax
612-758-9199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$470.4M
Discretionary AUM
$463.9M
Team
28 total employees; 24 advisory reps; 26 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 407 | $119.7M |
| High net worth individuals | 192 | $342.4M |
| Pension/profit sharing plans | 8 | $6.1M |
| Insurance companies | 9 | $2.2M |
States served
AZ, AR, GA, KY, LA, MD, MA, MI, MN, NE, ND, OK, PA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD