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

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