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Home > Retirement Planners > iowa > davenport > WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC
5025 Utica Ridge Rd
Suite 101
Davenport, Iowa 52807
Tel: (563) 723-7301
About WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC, formally registered with the SEC as WEALTHSPAN PARTNERS, LLC. The firm was established in 09/07/2018. They have over 4 offices throughout the country.
WEALTHSPAN PARTNERS, LLC is a Davenport, Iowa based Financial Planning firm with nearly $378,789,093 assets under management, offering retirement planning & investment advisory services to 1518 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297712 |
| SEC# | 801-113832 |
| Assets Managed by Firm | $378,789,093 |
| No. of Clients | 1518 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1518 | $378,789,093 |
| Individuals (other than high net worth individuals) | 334 | $113,417,847 |
| High net worth individuals | 179 | $265,279,217 |
| Charitable organizations | Fewer than 5 clients | $92,029 |
More Retirement Planning firms in Davenport, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $87,368,733,496 | 448526 | 3312 | |
| $16,157,423,229 | 212836 | 383 |
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