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Van Clemens Wealth Management, LLC

● SEC registered since 2024CRD 297362SEC# 801-129906Minneapolis, MN
Export (members)
Reg. AUM
$327.2M
Employees
20
Accounts
551
Location
Minneapolis, MN

Van Clemens Wealth Management, LLC assets under management

Van Clemens Wealth Management, LLC operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2024. It reports $327.2 million in regulatory assets under management and employs 20 people.

Van Clemens Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Charles Godfrey ControlPresident / CcoUnder 5%2022
Van Clemens Financial Corporation ControlMemberOver 75%2002

Frequently asked questions

How much does Van Clemens Wealth Management, LLC manage?

Van Clemens Wealth Management, LLC reports $327.2 million in regulatory assets under management on its Form ADV.

How many employees does Van Clemens Wealth Management, LLC have?

Van Clemens Wealth Management, LLC reports 20 employees.

Where is Van Clemens Wealth Management, LLC located?

Van Clemens Wealth Management, LLC is based in Minneapolis, MN and has been SEC-registered since 2024.

Does Van Clemens Wealth Management, LLC disclose fund performance?

Van Clemens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 2nd Avenue South, Suite 1500, Minneapolis, MN 55402
Phone612-758-9140
Fax612-758-9199
Office hours8:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.6M
Non-discretionary$4.6M
Total (RAUM)$327.2M