WEALTHSPAN PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$451,119,416
Discretionary
$432,114,475
Non-discretionary
$19,004,941
Firm details
- CRD number
- 297712
- SEC file number
- 801-113832
- Main office
- DAVENPORT, IA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://wealthspanpartners.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.