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WEALTHSPAN PARTNERS, LLC

CRD 297712 · SEC 801-113832

Visit website

5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, 52807, United States

Phone

(563) 723-7301

Fax

(563) 723-7303

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$451.1M

Discretionary AUM

$432.1M

Team

6 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals307$103.8M
High net worth individuals219$347.1M

States served

AZ, CO, IL, IA, LA, MN, NE, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD