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Van Clemens Wealth Management

EST. AUM
$470,383,471

CONTACTS

CLIENT ACCOUNTS
1,589

Firm Details

Metro area Minneapolis
CRD Number 297362
Website vanclemens.com
Client types

Overview

Van Clemens Wealth Management, LLC is an SEC-registered investment adviser and wealth management firm based in Minneapolis, Minnesota. The firm provides advisory services primarily to individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance-company clients. Its services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Van Clemens operates within a broader Van Clemens Financial platform that also includes brokerage, insurance, tax, and accounting services. The firm reports approximately $470.4 million in regulatory assets under management and maintains multiple advisory office locations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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