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WEALTHSPAN PARTNERS, LLC
CRD 297712File 801-113832
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$451.1M
Above cohort median (national)
Discretionary AUM
$432.1M
Non-discretionary $19.0M
Clients
526
1,610 accounts
Employees
6
Above cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2018
- Principal office
- 5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, 52807
- Phone
- (563) 723-7301
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $451.1M
- Discretionary AUM
- $432.1M
- Non-discretionary AUM
- $19.0M
- Discretionary accounts
- 1,587
- Non-discretionary accounts
- 23
- Total accounts
- 1,610
- AUM per client
- $858K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $152K |
| Charitable organizations | Fewer than 5 | $104K |
| High net worth individuals | 219 | $347.1M |
| Individuals (other than high net worth individuals) | 307 | $103.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.