Van Clemens Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 297362
· SEC file 801-129906
· Minneapolis, MN
· www.vanclemens.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $470M
- Discretionary
- $464M
- Clients
- 616
- Avg AUM / client
- $764K
- Accounts
- 1,589
- Employees
- 28
AUM over time
$106M
$470M
Dec 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 407 | $120M | 25.5% |
| High net worth individuals | 192 | $342M | 72.8% |
| Pension and profit sharing plans | 8 | $6.1M | 1.3% |
| Insurance companies | 9 | $2.2M | 0.46% |
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Charles Godfrey | President / Cco | Feb 2022 (5y) | Less than 5% | |
| Andrew Strom Knutson | Registered representative | CFP Chartered Financial Consultant | Jul 2022 (4y) | |
| Allison Joy Cline | Registered representative | CFP Chartered Financial Consultant | Jul 2022 (4y) | |
| Joshua Hugh Ross | Registered representative | CFP | Jan 2023 (4y) | |
| Timothy James Clarkson | Registered representative | Mar 2023 (3y) | ||
| Stephen Joseph Pascoe | Registered representative | Aug 2023 (3y) | ||
| Jeffrey Robert Mahoney | Registered representative | CFP | Sep 2023 (3y) | |
| Robert Eugene Long | Registered representative | Sep 2023 (3y) | ||
| Benjamin C Cline | Registered representative | Jan 2024 (3y) | ||
| Alan Markham | Registered representative | Feb 2024 (2y) | ||
| Whitney L Christeson | Registered representative | CFP | Apr 2024 (2y) | |
| Brendan Daniel O'rourke | Registered representative | CFP | May 2024 (2y) | |
| Wei Qiao | Registered representative | CFA | Sep 2024 (2y) | |
| Melissa Anne Cox | Registered representative | CFP | Jan 2025 (2y) | |
| Brian Wayne Willet | Registered representative | Feb 2025 (1y) | ||
| Robert Kendall Hahn | Registered representative | CFP | Feb 2025 (1y) | |
| Austin Glenn Kurylo | Registered representative | Jun 2025 (1y) | ||
| Javier Fernandez | Registered representative | Jun 2025 (1y) | ||
| Yanyi Tang | Registered representative | Aug 2025 (1y) | ||
| Thomas Arthur Paske | Registered representative | Dec 2025 (1y) | ||
| Michael John Ross | Registered representative | Feb 2026 (0y) | ||
| Terry Morrell Lindner | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Aaron Jo Shanklin | Registered representative | Feb 2026 (0y) | ||
| Neal James Hebert | Registered representative | CFP | Mar 2026 (0y) | |
| Robert Boll | Registered representative | Mar 2026 (0y) | ||
| Gregory Paul Grunsted | Registered representative | Apr 2026 (0y) | ||
| Aaron Lynn Suriff | Registered representative | Apr 2026 (0y) | ||
| Justin Edward Stokes | Registered representative | May 2026 (0y) | ||
| Daniel Upchurch | Registered representative | May 2026 (0y) | ||
| Robyn Renee Honeycutt | Registered representative | May 2026 (0y) | ||
| Ryan Mark Quade | Registered representative | May 2026 (0y) | ||
| Thomas Henry Stapleton | Registered representative | May 2026 (0y) | ||
| Thomas Kevin Ambrose | Registered representative | Jun 2026 (0y) | ||
| Andnet Haile | Registered representative | Jul 2026 (0y) | ||
| Carol Freeman Lindberg | Registered representative | Jul 2026 (0y) | ||
| Bryan James Havighurst | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Van Clemens Financial Corporation | Member | Sep 2002 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $166M (35% of AUM) Jul 2026
- Charles Schwab & Co. $155M (33% of AUM) Jul 2026
- Sei Investments Distribution Co. $886K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗