VAN CLEMENS WEALTH MANAGEMENT, LLC
  • VAN CLEMENS WEALTH MANAGEMENT, LLC
  • ABUNDANCE WEALTH MANAGEMENT
  • VAN CLEMENS WEALTH MANAGEMENT
  • VAN CLEMENS FINANCIAL
  • TRANSFORMATIVE FINANCIAL PARTNERS
  • INSPIRE FINANCIAL SERVICES
  • INFORM FINANCIAL PLANNING
  • WHITNEY WEALTH GROUP
  • TRUE NORTH WEALTH SOLUTIONS
  • ENERGIZED RETIREMENT PLANNERS
  • FUTURE-FOCUSED WEALTH
  • BEYOND TANGIBLE WEALTH
  • HAWKS NEST PRIVATE WEALTH
  • QUANTUM RETIREMENT ADVISORS
  • GLOBAL ORIGIN FINANCIAL ADVISORS

Adviser Profile

As of Date 03/17/2024
Registration status Registration Changed to VAN CLEMENS WEALTH MANAGEMENT, LLC
ADV Location MINNEAPOLIS, MN, United States
Contact Info 612 xxxxxxx
Websites
AUM* 25,087,933
of that, discretionary 25,087,933
Number of Employees 9
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 107,213
% High Net Worth 12.24%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees