Data / Investment advisers / Minnesota / Van Clemens Wealth Management, LLC
Van Clemens Wealth Management, LLC, Minneapolis, MN: $470 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Van Clemens Wealth Management, LLC is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $470 million in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Van Clemens Wealth Management, LLC (CRD number 297362): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 297362
- SEC file number
- 801-129906
- SEC status
- Approved, effective April 12, 2024
- Main office
- 900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
- Phone
- (612) 758-9140
- Website
- vanclemens.com
- Regulatory AUM
- $470,383,471 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $463,894,260
- Non discretionary AUM
- $6,489,211
- Accounts
- 1,589
- Employees
- 28, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 192 | $342.4 million |
| Individuals (other than high net worth individuals) | 407 | $119.7 million |
| Pension and profit sharing plans | 8 | $6.1 million |
| Insurance companies | 9 | $2.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $470.4 million | February 25, 2026 |
| December 1, 2025 | $327.2 million | October 28, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| White Oaks Wealth Advisors, Inc. | Minneapolis | $618.3 million | Not listed | adviserinfo.sec.gov |
| Allodium Investment Consultants, LLC | Minneapolis | $576.8 million | Not listed | adviserinfo.sec.gov |
| Northern Lakes Capital, L.P. | Minneapolis | $575.4 million | 7 | adviserinfo.sec.gov |
| Deepwater Asset Management, LLC | Minneapolis | $566.5 million | 10 | adviserinfo.sec.gov |
| Nicollet Investment Management, Inc. | Minneapolis | $557.4 million | Not listed | adviserinfo.sec.gov |
| Logan Park Wealth Management | Minneapolis | $464.8 million | Not listed | adviserinfo.sec.gov |
| Ulland Investment Advisors, LLC | Minneapolis | $442.9 million | Not listed | adviserinfo.sec.gov |
| Access Financial Services, Inc. | Minneapolis | $437.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Van Clemens Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.