Van Clemens Wealth Management, LLC
Van Clemens Wealth Management, LLC is an SEC-registered mass-market adviser in Minneapolis, MN with $470.4M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Van Clemens Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297362, SEC 801-129906, data through 2026-06-19.
- AUM (assets under management / regulatory AUM)
- $470.4M (2026-06-19)
- Firm type
- Mass-Market Adviser
- Location
- Minneapolis, MN
- Employees
- 28
- Clients
- 607
- CRD
- 297362
- Ownership
- VAN CLEMENS FINANCIAL CORPORATION; Godfrey, Joseph, Charles; JOSEPH, BASIL, GEORGE
How much AUM does Van Clemens Wealth Management, LLC have?
Van Clemens Wealth Management, LLC reported $470.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-19).
Who owns Van Clemens Wealth Management, LLC?
Disclosed owners and executives of Van Clemens Wealth Management, LLC include VAN CLEMENS FINANCIAL CORPORATION, Godfrey, Joseph, Charles, JOSEPH, BASIL, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.