Wealthspan Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Davenport, IA. Its latest Form ADV filing, dated March 3, 2026, reports $451M in regulatory assets under management, 6 employees, 3 offices, and 1,610 accounts.
Assets Under Management
$451M
Employees
6
Offices
3 offices
Total Clients
526
Primary office
DAVENPORT, IA
5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
307
2
HNWI
41.6%
219
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of March 3, 2026
Discretionary95.8%
$432M
96% of total RAUM95.8%
Non-discretionary4.2%
$19M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$451M
Total Accounts1,610
10Y AUM Change+$451M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee88:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.