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VAN CLEMENS WEALTH MANAGEMENT, LLC

MINNEAPOLIS, MN · CRD 297362 · IAPD ↗ · vanclemens.com · 612-758-9140

$470.4MRegulatory AUM
24Advisory reps
28Employees
26Clients
51-100Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
August 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in FL, IA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in AZ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in AR, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC reported RAUM up 44% ($327.2M -> $470.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
March 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC grew from 18 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2026 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC reported RAUM up 209% ($105.9M -> $327.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — VAN CLEMENS WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — VAN CLEMENS WEALTH MANAGEMENT, LLC (MINNEAPOLIS, MN) is newly SEC-registered with $105.9M RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.