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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Van Clemens Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Van Clemens Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Van Clemens Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Van Clemens Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Van Clemens Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Van Clemens Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Van Clemens Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Van Clemens Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}