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WEALTHSPAN PARTNERS, LLC

Tel: (563) 723-7301
5025 Utica Ridge Rd
Suite 101
Davenport, Iowa  52807

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WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC is a Davenport, Iowa based financial advisory firm with nearly $378,789,093 in assets under management and provides investment advisory services for 1518 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

297712

SEC#:

801-113832

No. of Clients:

1518

Assets under Management

$378,789,093

No. of Advisors:

5

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