AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Van Clemens Wealth Management, LLC
Van Clemens Wealth Management, LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.
Quick answers
From the filingHow is Van Clemens Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Van Clemens Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Van Clemens Wealth Management, LLC located?
Van Clemens Wealth Management, LLC's principal office is in Minneapolis, MN, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Van Clemens Wealth Management, LLC registered with the SEC or a state?
Van Clemens Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 297362.
How much does Van Clemens Wealth Management, LLC manage?
Van Clemens Wealth Management, LLC reports $470,383,471 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (99% discretionary).
How have Van Clemens Wealth Management, LLC's assets and staff changed since 2024?
In the Form ADV data for Van Clemens Wealth Management, LLC: Regulatory assets under management: $105,854,271 in the October 2024 data and $470,383,471 in the October 2026 data, up 344%. Total employees: 17 in October 2024 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Van Clemens Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (407); high net worth individuals (192); insurance companies (9).
Which custodians does Van Clemens Wealth Management, LLC use?
Van Clemens Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., RBC Capital Markets, LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.
Does Van Clemens Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297362
What changed in Van Clemens Wealth Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated May 22, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$470,383,471 as of October 2026, filing dated September 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- 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, WHITNEY WEALTH GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 28. Performing investment advisory functions: 24.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $470,383,471 | 28 | September 1, 2026 |
| October 2025 | $327,243,548 | 20 | April 8, 2025 |
| October 2024 | $105,854,271 | 17 | September 13, 2024 |
Regulatory assets under management: $105,854,271 in the October 2024 data and $470,383,471 in the October 2026 data, up 344%.
Total employees: 17 in October 2024 and 28 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NJ.
- September 2026
- Added the business name Quantum Retirement Advisors.
- Added the business name Hawks Nest Private Wealth.
- Added the business name Global Origin Financial Advisors.
- August 2026
- Registered or notice-filed in FL, IA, OH.
- July 2026
- Registered or notice-filed in AZ, PA.
- June 2026
- Added an office in League City, TX.
- Registered or notice-filed in GA.
- May 2026
- Registered or notice-filed in AR, MO.
- April 2026
- Registered or notice-filed in LA.
- March 2026
- Employees performing advisory functions went from 18 to 24.
- Regulatory assets under management went from $327,243,548 to $470,383,471 (+44%).
- Registered or notice-filed in KY.
- February 2026
- Registered or notice-filed in MI.
- January 2026
- No longer registered or notice-filed in CA, CO, IA, IN, SD, WA, WI.
- December 2025
- Registered or notice-filed in OK.
- November 2025
- Changed its office addresses in Annapolis, MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Van Clemens Wealth Management, LLC (CRD 297362): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/van-clemens-wealth-management-llc-minneapolis-mn-297362