VAN CLEMENS WEALTH MANAGEMENT, LLC

CRD 297362File 801-129906

APPROVED

Retail clients

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$470.4M

Above cohort median (national)

Discretionary AUM

$463.9M

Non-discretionary $6.5M

Clients

616

1,589 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 12, 2024
Principal office: 900 2ND AVENUE SOUTH, SUITE 1500, MINNEAPOLIS, MN, 55402
Phone: 612-758-9140
Website: https://www.vanclemens.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $470.4M
Discretionary AUM: $463.9M
Non-discretionary AUM: $6.5M
Discretionary accounts: 1,579
Non-discretionary accounts: 10
Total accounts: 1,589
AUM per client: $764K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	9	$2.2M
High net worth individuals	192	$342.4M
Pension and profit sharing plans	8	$6.1M
Individuals (other than high net worth individuals)	407	$119.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.