WEALTHSPAN PARTNERS, LLC

Overview

Wealthspan Partners, LLC is an independent registered investment adviser formed as an LLC that serves primarily individual and family clients. The firm favors equity-centered portfolios, with a clear preference for exchange-traded instruments and passive core exposures; its public filings show reliance on broad-based ETFs, including a sizable position in the Vanguard Growth Index Fund for growth-oriented equity beta. Advisory services include financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, delivered under a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not organized as a multi-state or pension consultant adviser. Wealthspan runs both discretionary and limited non-discretionary mandates, suggesting it implements model or managed-account strategies for most clients while preserving tailored solutions where appropriate. The concentration in exchange-traded equities and a relatively compact list of 123 public holdings points to a systematic, ETF-driven portfolio construction approach supplemented by individual stock positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices