Allocator Index · CRD 297712

WEALTHSPAN PARTNERS, LLC

Davenport, IA · (563) 723-7301 · wealthspanpartners.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

219

Other individuals

307

HNW assets

$347.1M

Total AUM

$451.1M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.