Overview
Assets Under Management: $379 million
Headquarters: DAVENPORT, IA
High-Net-Worth Clients: 179
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.03
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,518
Discretionary Accounts: 1,499
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 297712
Filing ID: 2001399
Last Filing Date: 2025-07-01 16:49:00
Website: https://wealthspanpartners.com