MINNEAPOLIS, MNCRD 297362Latest ADV April 27, 2026
Van Clemens Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated April 27, 2026, reports $470M in regulatory assets under management, 28 employees, 4 offices, and 1,589 accounts.
Assets Under Management
$470M
Employees
28
Offices
4 offices
Total Clients
616
Primary office
MINNEAPOLIS, MN
900 2ND AVENUE SOUTH, SUITE 1500, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
407
2
HNWI
31.2%
192
3
Insurance Cos.
1.5%
9
4
Pension Plans
1.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$470Mas of April 27, 2026
Discretionary98.6%
$464M
99% of total RAUM98.6%
Non-discretionary1.4%
$6M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$470M
Total Accounts1,589
10Y AUM Change+$365M (+344.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee22:1
10Y Employee Change+11 (+64.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.