Wealthspan Partners, LLC
Firm details
- Headquarters
- Davenport, Iowa
- CRD number
- 297712
- Registered since
- September 7, 2018
- Website
- wealthspanpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.94%
- Individuals23%
- Corporations / Businesses0.03%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealthspan Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owned by an individual and focuses on serving individual and family clients while also offering portfolio management to small businesses and certain business or institutional clients. Core services include financial planning and discretionary portfolio management; the firm charges a mix of asset-based fees, hourly fees, and fixed fees. Wealthspan does not identify as an active ESG investor and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 5
John Timmer
Wealth PartnerCRD 2507441
Nile McLaughlin
Wealth PartnerCRD 7442967
Brian Ramsay
Partner, CCO and Senior Wealth AdvisorCRD 4014246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$253M in ETFs
64%
$161M
27%
$91.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $39.2M | 454,623 | 15.47% |
Location
Davenport, IA
Scott
Location
Davenport, IA
Headquartered in Davenport, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- Scott
- Address
- 5025 Utica Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Quad-Cities Investment Group, LLC
RIADavenport, IA
Matheson & Rock Wealth Management, LLC
RIADavenport, IA
AOT Invest LLC
RIADavenport, IA
Investment Consulting Group Inc
RIADavenport, IA
Abundance Financial Coaching, LLC
RIADavenport, IA
Nikulski Financial, Inc.
RIABettendorf, IA