WEALTH SPAN CAPITAL MANAGEMENT

WEALTH SPAN CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 283700). Regulatory assets under management: $36.9M.

Registration

• CRD: 283700
• Type: Registered investment adviser
• Phone: (952) 200-9850
• Latest filing: 2026-03-20
• Regulatory AUM: $36.9M
• Discretionary AUM: $36.9M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search