RIA Intel›Advisers›Iowa›WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC

Advisory

N·DAVENPORT, IA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$451M

1-Year AUM Growth

+25.8%

3-Year CAGR

+12.5%

Employees

5

Assets Under Management

Total AUM$451M

Discretionary AUM$432M

Non-Discretionary AUM$19M

Discretionary %95.8%

Total Clients513

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record18

First FilingJul 13, 2018

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHSPAN PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.