Van Clemens Wealth Management, LLC
● SEC registered since 2024CRD 297362SEC# 801-129906Minneapolis, MN
Reg. AUM
$470.4M
Employees
28
Accounts
1,589
Location
Minneapolis, MN
Van Clemens Wealth Management, LLC assets under management
Van Clemens Wealth Management, LLC operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2024. It reports $470.4 million in regulatory assets under management and employs 28 people.
Van Clemens Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Charles Godfrey Control | President / Cco | Under 5% | 2022 |
| Van Clemens Financial Corporation Control | Member | Over 75% | 2002 |
Frequently asked questions
How much does Van Clemens Wealth Management, LLC manage?
Van Clemens Wealth Management, LLC reports $470.4 million in regulatory assets under management on its Form ADV.
How many employees does Van Clemens Wealth Management, LLC have?
Van Clemens Wealth Management, LLC reports 28 employees.
Where is Van Clemens Wealth Management, LLC located?
Van Clemens Wealth Management, LLC is based in Minneapolis, MN and has been SEC-registered since 2024.
Does Van Clemens Wealth Management, LLC disclose fund performance?
Van Clemens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 2nd Avenue South, Suite 1500, Minneapolis, MN 55402 |
| Phone | 612-758-9140 |
| Fax | 612-758-9199 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$470.4M▲ 344%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$470.4Mregulatory AUM
Discretionary $463.9MNon-discretionary $6.5M