WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC of DAVENPORT, IA is an SEC-registered investment adviser (CRD 297712). Regulatory assets under management: $451.1M.

Registration

• CRD: 297712
• SEC file number: 801-113832
• Type: Registered investment adviser
• Location: 5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, 52807
• Phone: (563) 723-7301
• Latest filing: 2026-03-03
• Regulatory AUM: $451.1M
• Discretionary AUM: $432.1M
• Non-discretionary AUM: $19.0M
• Clients: 6
• Accounts: 1,610

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297712 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search