Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthspan Partners, LLC

    Registered investment advisor · Davenport, Iowa · CRD #297712

    Assets Under Management
    $451M
    Client Accounts
    1,610
    Employees
    6
    CRD Number
    297712
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthspan Partners, LLC

    Wealthspan Partners, LLC is a fee-only investment advisory firm offering financial, retirement, estate, education, and insurance planning services. It provides risk management, portfolio construction, and personalized financial planning. The firm is regulated by the SEC and is based in Davenport, Iowa.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthspan Partners, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealthspan Partners, LLC's AUM?

    Wealthspan Partners, LLC reports approximately $451M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthspan Partners, LLC headquartered?

    Wealthspan Partners, LLC is headquartered in Davenport, Iowa.

    What is Wealthspan Partners, LLC's CRD number?

    Wealthspan Partners, LLC's CRD number is 297712. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthspan Partners, LLC manage?

    Wealthspan Partners, LLC manages approximately 1,610 client accounts according to its latest SEC filing.

    Is Wealthspan Partners, LLC SEC registered?

    Yes, Wealthspan Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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