Wealthspan Partners, LLC

RIASEC Registered
Total AUM
$451M
Discretionary
$432M
96% of AUM
Avg account
$280K
Accounts
1,610
Employees
6
Advisory reps
5

Firm details

Headquarters
Davenport, Iowa
CRD number
297712
Registered since
September 7, 2018
Website
wealthspanpartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.94%
  • Individuals23%
  • Corporations / Businesses0.03%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealthspan Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm works primarily with individual and family clients and offers financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Wealthspan is not positioned as a direct capital allocator or an ESG-focused manager; instead it builds client portfolios using a blend of public securities, mutual funds and allocations to third-party alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 3%, US Government Bonds 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%

Contacts

3 of 5
  • Brian Ramsay

    Brian Ramsay

    CCOCRD 4014246

  • Cody Williams

    Cody Williams

    Wealth PartnerCRD 6421751

  • Mark Tholl

    Mark Tholl

    Senior Wealth PlannerCRD 2290346

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$253M in ETFs

Passive

64%

$161M

Active

27%

$91.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$39.2M454,62315.47%
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Location

Primary office

Davenport, IA

Scott

Location

Davenport, IA

Headquartered in Davenport, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.

Metro area
Davenport-Moline, IA-IL
Region
Midwest
County
Scott
Address
5025 Utica Ridge Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth