SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Van Clemens Wealth Management, LLC
Minneapolis, MN
CRD 297362
Firm filing updated September 1, 2026 ·
- $470.4MAssets
- 616Clients
- 24Advisory staff
- 1,589Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals407
- High net worth individuals192
- Insurance companies9
- Pension and profit sharing plans8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 407 | $119.7 million |
| High net worth individuals | 192 | $342.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $6.1 million |
| Insurance companies | 9 | $2.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$470.4 million
- Accounts1,589
- Discretionary$463.9 million · 1,579 accounts
- Non-discretionary$6.5 million · 10 accounts
People
- Employees28
- Advisory staff24
- Broker-dealer reps21
- Licensed insurance agents21
- Planning clients51 to 100
Advisors
22 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 297362, SEC file 801-129906.
- Registered with the SEC as an investment advisor (status date on record: April 12, 2024).
Is Van Clemens Wealth Management, LLC a fiduciary?
Short answer: Van Clemens Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 21 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
21 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.