# Wealthspan Partners, LLC

> Wealthspan Partners, LLC is an SEC-registered investment advisory firm in Davenport, IA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 297712
- Filed as: WEALTHSPAN PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Davenport, IA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297712
- AdvisorCensus page: https://advisorcensus.com/firm/wealthspan-partners-llc-davenport-ia-297712

## Quick answers

**How is Wealthspan Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthspan Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Wealthspan Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthspan Partners, LLC located?**
Wealthspan Partners, LLC's principal office is in Davenport, IA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wealthspan Partners, LLC registered with the SEC or a state?**
Wealthspan Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297712.

**How much does Wealthspan Partners, LLC manage?**
Wealthspan Partners, LLC reports $451,119,416 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary).

**How have Wealthspan Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthspan Partners, LLC: Regulatory assets under management: $185,870,173 in the October 2021 data and $451,119,416 in the October 2026 data, up 143%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthspan Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); high net worth individuals (219).

**Which custodians does Wealthspan Partners, LLC use?**
Wealthspan Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthspan Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297712

**Does Wealthspan Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Wealthspan generally does not impose a minimum size for establishing a relationship."

**What changed in Wealthspan Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $378,789,093 to $451,119,416 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees are paid monthly, at the end of each month, at annual rate ranging from 0.25% to 1.50%, pursuant to the terms of the investment advisory agreement.

- Account minimum: None

> Wealthspan generally does not impose a minimum size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $451,119,416
- Discretionary: $432,114,475
- Non-discretionary: $19,004,941

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $103,774,134 |
| High net worth individuals | 219 | $347,089,661 |
| Charitable organizations | Fewer than 5 | $103,557 |
| Corporations or other businesses not listed above | Fewer than 5 | $152,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, IA, IL, LA, MN, NE, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Davenport, IA
- Rock Island, IL

### Websites listed on Form ADV (Item 1.I)
- wealthspanpartners.com
- Facebook @wealthspanpartners
- LinkedIn @wealthspan-partners-llc
- X @wealthspan1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,870,173 | 3 | May 4, 2021 |
| October 2022 | $225,321,695 | 3 | April 4, 2022 |
| October 2023 | $224,532,347 | 3 | April 28, 2023 |
| October 2024 | $282,510,545 | 5 | April 4, 2024 |
| October 2025 | $378,789,093 | 5 | July 1, 2025 |
| October 2026 | $451,119,416 | 6 | March 3, 2026 |

Regulatory assets under management: $185,870,173 in the October 2021 data and $451,119,416 in the October 2026 data, up 143%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $378,789,093 to $451,119,416 (+19%).

### December 2025
- Registered or notice-filed in NE, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthspan Partners, LLC (CRD 297712): Form ADV filing data as of October 2026.