Wealth Span Capital Management

Overview

Wealth Span Capital Management is an independent RIA that focuses on serving individual and family clients through discretionary portfolio management and financial planning. The firm runs a predominantly equity-oriented program, favoring exchange-traded securities for liquid, tradable exposure while supplementing portfolios with mutual funds and corporate debt for income and diversification. Its advisory activity also includes educational seminars and workshops aimed at smaller institutions and individual investors. Fee arrangements include both a percentage-of-AUM component and fixed fees, which supports a mix of ongoing portfolio management and discrete planning engagements. The firm is not positioned as a multi-state adviser or a pension consultant, and it does not label itself an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices