Van Clemens Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Van Clemens Wealth Management reports 616 clients. They include 407 individual clients, 192 high-net-worth individuals and 9 insurance companies. Of its assets, 98.6% ($464M across 1,579 accounts) are managed with discretion; $6.49M across 10 accounts are not. Of its clients, 1% are outside the U.S. It advised 26 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 25% |
| High-net-worth individuals | 31% | 73% |
| Pension and profit-sharing plans | 1% | 1% |
| Insurance companies | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 407 | $120M | 25.5% | $294K |
| High-net-worth individuals | 192 | $342M | 72.8% | $1.78M |
| Pension and profit-sharing plans | 8 | $6.12M | 1.3% | $765K |
| Insurance companies | 9 | $2.17M | 0.5% | $241K |
| Total | 616 | $470M | 100% | $764K |
- Clients
- 407
- Regulatory AUM
- $120M
- AUM share
- 25.5%
- Avg. per client
- $294K
- Clients
- 192
- Regulatory AUM
- $342M
- AUM share
- 72.8%
- Avg. per client
- $1.78M
- Clients
- 8
- Regulatory AUM
- $6.12M
- AUM share
- 1.3%
- Avg. per client
- $765K
- Clients
- 9
- Regulatory AUM
- $2.17M
- AUM share
- 0.5%
- Avg. per client
- $241K
Total
- Clients
- 616
- Regulatory AUM
- $470M
- AUM share
- 100%
- Avg. per client
- $764K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 26
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Van Clemens Wealth Management charges up to 2.00% a year for its Portfolio Management Services. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged as a fixed fee, or as a monthly fee of $100 to $1,000 billed in advance.
- Retirement Plan Consulting
- Retirement plan consulting is up to 2% of plan assets, with a $2,500 minimum annual fee, or a fixed fee up to $10,000.
Van Clemens Financial Corporation owns 75% or more of Van Clemens Wealth Management. The leadership team of Van Clemens Wealth Management includes President Joseph Godfrey. It has 28 employees, 24 of them in advisory roles.
Staff
- 28 employees
- 24 in advisory functions
- 24 state-registered reps
- 21 broker-dealer reps
- 21 insurance agents
- Owns 75% or more of Van Clemens Wealth Management, LLC
Van Clemens Financial Corporation
Control person · since September 2002
Van Clemens Wealth Management’s regulatory assets grew 4.4× from $106M (May 2024) to $470M (September 2026); clients rose from 250 to 616 and employees from 17 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $470M | 616 | 28 | 6 |
| Apr 2025April 2025 | $327M | 551 | 20 | 6 |
| May 2024May 2024 | $106M | 250 | 17 | 2 |
Besides its headquarters, Van Clemens Wealth Management has 5 offices, with 6 listed addresses across 4 states.
Minnesota · 2 listed addresses
- 900 2nd Avenue South, Suite 1500, MinneapolisHQ
- 3601 Minnesota DR., Bloomington
Texas · 2 listed addresses
- 5301 Alpha RD., Dallas
- 2600 South Shore BLVD., League City
Maryland · 1 listed address
- 1997 Annapolis Exchange Pkwy, Annapolis
North Dakota · 1 listed address
- 4007 State St., Bismarck
Other business names
Van Clemens Wealth Management has reported 13 other business names to the SEC.
- Abundance Wealth Management
- Beyond Tangible Wealth
- Energized Retirement Planners
- Future-Focused Wealth
- Global Origin Financial Advisors
- Hawks Nest Private Wealth
- Inform Financial Planning
- Inspire Financial Services
- Quantum Retirement Advisors
- Transformative Financial Partners
- True North Wealth Solutions
- Van Clemens Financial
Show all 13 names
- Whitney Wealth Group
Contact and registration details
- Legal name
- Van Clemens Wealth Management, LLC
- Headquarters
- 900 2nd Avenue South, Suite 1500, Minneapolis, MN 55402
- Website
- vanclemens.com
- Phone
- 612-758-9140
- SEC file
- 801-129906
- Founded
- 2022
- Structure
- Minnesota LLC
- Fiscal year end
- December
Van Clemens Wealth Management’s named custodians for separately managed accounts are RBC Capital Markets ($166M, 52%), Charles Schwab ($155M, 48%) and SEI Investments Distribution ($886K, 0%). Van Clemens Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $155M48%
- RBC Capital MarketsRBC Capital Markets, LLC · Golden Valley, MN · $166M52%
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $886K0%
At year end, Van Clemens Wealth Management’s separately managed accounts were mostly in funds (50%) and stocks (46%).
What the accounts hold
- Stocks46%
- Funds50%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
How many clients does Van Clemens Wealth Management have?
Van Clemens Wealth Management has 616 clients and manages $470 million for them, as of September 2026. They include 407 individual clients, 192 high-net-worth individuals and 9 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Van Clemens Wealth Management offer?
Van Clemens Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Van Clemens Wealth Management charge?
Van Clemens Wealth Management charges up to 2.00% a year for its Portfolio Management Services. The fee is negotiable.
Source: VAN CLEMENS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, filed 22 May 2026
Which custodians does Van Clemens Wealth Management use?
Van Clemens Wealth Management’s separately managed account assets are held at RBC Capital Markets, LLC (Golden Valley, MN), with $166M, Charles Schwab & Co., Inc. (San Francisco, CA), with $155M and SEI Investments Distribution Co. (Oaks, PA), with $886K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does Van Clemens Wealth Management have?
Van Clemens Wealth Management has 24 investment adviser representatives registered with state securities authorities, out of 28 employees, and 24 perform investment advisory functions. 21 employees are registered representatives of a broker-dealer and 21 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Van Clemens Wealth Management invest in?
At the end of its last fiscal year, Van Clemens Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 46% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Van Clemens Wealth Management?
Van Clemens Wealth Management’s direct owner is Van Clemens Financial Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does Van Clemens Wealth Management get paid?
Van Clemens Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Van Clemens Wealth Management?
Van Clemens Wealth Management’s main office is at 900 2nd Avenue South, Suite 1500, Minneapolis, MN 55402. Its phone number is 612-758-9140. Its website is vanclemens.com.