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| Keyboard |
| van Clemens Wealth Management LLC
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|---|---|
| CRD # | 297362 |
| SEC # | 801-129906 |
| CIK # | |
| AUM | 470.4 M (2026-06-19) |
| Employees | 28 (86% Investors, 75% Brokers) |
| Phone | 612-758-9140 |
| Address | 900 2nd Avenue South Minneapolis, MN 55402 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 407 | 119.7 |
| (b) Individuals (high net worth individuals) | 192 | 342.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 2.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,589 | 470.4 |
| By Discretionary | ||
| Discretionary | 1,579 | 463.9 |
| Non-Discretionary | 10 | 6.5 |
| Total | 1,589 | 470.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 469.0 | |
| Total | 1,589 | 470.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 26 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Planned Financial Services LLC
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|
OH | 472.5 M |
|
Financial Arcitects Inc
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MI | 472.5 M |
|
WealthEdge Investment Advisors LLC
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NY | 472.1 M |
|
Wealth Effects LLC
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MA | 472.0 M |
|
Rinkey Investments
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CA | 471.1 M |
|
Atyant Capital Management Limited
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470.2 M | |
|
HS Management Partners LLC
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|
NY | 469.9 M |
|
Arcataur Capital Management LLC
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|
WI | 469.5 M |
|
Adapt Wealth Advisors LLC
✚
|
GA | 469.2 M |
|
Henry Bragg & Co LLC
✚
|
TX | 468.7 M |