Van Hulzen Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Van Hulzen Asset Management reports 1,499 clients. They include 1,020 individual clients, 369 high-net-worth individuals and 44 charitable organizations. Of its assets, 99.2% ($2.13B across 2,918 accounts) are managed with discretion; $17.2M across 20 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 17% |
| High-net-worth individuals | 25% | 63% |
| Pooled investment vehicles | <1% | 10% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | 3% | 2% |
| Other client typesCorporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,020 | $373M | 17.4% | $366K |
| High-net-worth individuals | 369 | $1.36B | 63.3% | $3.67M |
| Pooled investment vehicles | 1 | $225M | 10.5% | $225M |
| Pension and profit-sharing plans | 36 | $39.3M | 1.8% | $1.09M |
| Charitable organizations | 44 | $45.1M | 2.1% | $1.03M |
| Corporations and other businesses | 29 | $105M | 4.9% | $3.62M |
| Total | 1,499 | $2.14B | 100% | $1.43M |
- Clients
- 1,020
- Regulatory AUM
- $373M
- AUM share
- 17.4%
- Avg. per client
- $366K
- Clients
- 369
- Regulatory AUM
- $1.36B
- AUM share
- 63.3%
- Avg. per client
- $3.67M
- Clients
- 1
- Regulatory AUM
- $225M
- AUM share
- 10.5%
- Avg. per client
- $225M
- Clients
- 36
- Regulatory AUM
- $39.3M
- AUM share
- 1.8%
- Avg. per client
- $1.09M
- Clients
- 44
- Regulatory AUM
- $45.1M
- AUM share
- 2.1%
- Avg. per client
- $1.03M
- Clients
- 29
- Regulatory AUM
- $105M
- AUM share
- 4.9%
- Avg. per client
- $3.62M
Total
- Clients
- 1,499
- Regulatory AUM
- $2.14B
- AUM share
- 100%
- Avg. per client
- $1.43M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Van Hulzen Asset Management charges up to 1.50% for its Wealth Management Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Asset Allocation Program
- The standard advisory fee for the Asset Allocation Program and the Schreur and Wetsel model wealth portfolios is a maximum of 1.75%, negotiable.
- Consulting Services
- Consulting services are charged at an hourly rate of $325.00 with no minimum, including consulting on investing in private funds.
- ERISA Services
- ERISA services are charged as a percentage of assets under management, billed quarterly, with a maximum of 1.50% and negotiable fees.
- Financial Planning
- Financial planning is charged at an hourly rate of $325.00 with no minimum, payable on presentation of the advice.
Craig Vanhulzen owns 50% to 75% of Van Hulzen Asset Management. The leadership team of Van Hulzen Asset Management includes President Rhett Beal and Chief Compliance Officer Paul Nederveld. It has 21 employees, 16 of them in advisory roles.
Staff
- 21 employees
- 16 in advisory functions
- 3 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Van Hulzen Asset Management, LLC
Craig Vanhulzen
Control person · since January 2000
- Owns 25% to 50% of Van Hulzen Asset Management, LLC
Wedbush Capital
Control person · since July 2011
- Owns 25% to 50% of Wedbush Capital
Wedbush Family Partners, LLC
Control person · since December 2020
- Owns 10% to 25% of Van Hulzen Asset Management, LLC
Bradley Nicholson
Control person · since June 2019
Van Hulzen Asset Management’s regulatory assets grew 1.6× from $1.31B (June 2021) to $2.14B (August 2026); clients fell from 1,854 to 1,499 and employees rose from 19 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $2.14B | 1,499 | 21 | 3 |
| May 2025May 2025 | $1.86B | 1,380 | 23 | 3 |
| Mar 2024March 2024 | $1.99B | 1,228 | 19 | 3 |
| Mar 2023March 2023 | $1.46B | 1,142 | 19 | 5 |
| Mar 2022March 2022 | $1.6B | 1,345 | 19 | 5 |
| Jun 2021June 2021 | $1.31B | 1,854 | 19 | 5 |
Besides its headquarters, Van Hulzen Asset Management has 2 offices, with 3 listed addresses in 1 state.
California · 3 listed addresses
- 4370 Town Center BLVD., Suite 220, El Dorado HillsHQ
- 711 Court Street, Jackson
- 2795 E. Bidwell Street, Suite 100-321, Folsom
Other business names
Van Hulzen Asset Management has reported 3 other business names to the SEC.
- Schreur Financial
- Van Hulzen Financial Advisors
- Wetsel Financial
Contact and registration details
- Legal name
- Van Hulzen Asset Management, LLC
- Headquarters
- 4370 Town Center BLVD., Suite 220, El Dorado Hills, CA 95762
- Website
- vanhulzenadvisors.com
- Phone
- 916-608-4284
- @van-hulzen-financial-advisors
- SEC file
- 801-61884
- Structure
- California LLC
- Fiscal year end
- December
Van Hulzen Asset Management’s named custodians for separately managed accounts are Charles Schwab ($1.31B, 68%), Northern Trust Securities ($355M, 18%) and Fidelity ($262M, 14%). Van Hulzen Asset Management has custody of $749M for 1,075 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.31B68%
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $355M18%
- FidelityFidelity Investments · Boston, MA · $262M14%
At year end, Van Hulzen Asset Management’s separately managed accounts were mostly in stocks (68%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.41B across 387 positions; the largest are Apple Inc. (6.8%), Alphabet Inc. (4.1%) and Broadcom Inc. (2.8%).
What the accounts hold
- Stocks68%
- Funds15%
- Bonds12%
- Investment grade corporate bonds6%
- U.S. government and agency bonds5%
- State and local bonds1%
- Cash4%
- Other1%
- Derivatives1%
How many clients does Van Hulzen Asset Management have?
Van Hulzen Asset Management has 1,499 clients and manages $2.14 billion for them, as of August 2026. They include 1,020 individual clients, 369 high-net-worth individuals and 44 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Van Hulzen Asset Management offer?
Van Hulzen Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, 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 Hulzen Asset Management charge?
Van Hulzen Asset Management charges up to 1.50% for its Wealth Management Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: VAN HULZEN ADV PART 2A BROCHURE 8 2026, filed 17 August 2026
Which custodians does Van Hulzen Asset Management use?
Van Hulzen Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.31B, Northern Trust Securities, Inc. (Chicago, IL), with $355M and Fidelity Investments (Boston, MA), with $262M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Van Hulzen Asset Management have?
Van Hulzen Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Hulzen Asset Management invest in?
At the end of its last fiscal year, Van Hulzen Asset Management’s separately managed accounts held 68% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 5% U.S. government and agency bonds, 4% cash and equivalents, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Van Hulzen Asset Management?
Van Hulzen Asset Management is owned through a holding company by Wedbush Family Partners, LLC. Its direct owners are Craig Vanhulzen (50% to 75%), Bradley Nicholson (10% to 25%) and Wedbush Capital (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Van Hulzen Asset Management get paid?
Van Hulzen Asset Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Hulzen Asset Management?
Van Hulzen Asset Management’s main office is at 4370 Town Center BLVD., Suite 220, El Dorado Hills, CA 95762. Its phone number is 916-608-4284. Its website is vanhulzenadvisors.com.