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Building 2WEALTHSPAN PARTNERS, LLC

Map pinDAVENPORT, IA
Phone(563) 723-7301
NotebookSEC #801-113832
Total AUM
$451.1M
Employees
6
Clients
528

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5025 UTICA RIDGE RD
SUITE 101
DAVENPORT
IA 52807
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(563) 723-7301
Other Offices
3

ReceiptFinancials

Total AUM
$451.1M
Accounts
1,610
Discretionary
$432.1M
Accounts
1,587
Non-Discretionary
$19M
Accounts
23

ContactClients

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Individual Clients
307
AUM
$103.8M
HNW Individual Clients
219
AUM
$347.1M
Charitable Organization Clients
1
AUM
$103.6K
Corporation or Business Clients
1
AUM
$152.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLIAILLAMNNETXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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