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WEALTHSPAN PARTNERS, LLC

DAVENPORT, IA · CRD 297712 · IAPD ↗ · wealthspanpartners.com · (563) 723-7301

$451.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WEALTHSPAN PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — WEALTHSPAN PARTNERS, LLC notice-filed in NE, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — WEALTHSPAN PARTNERS, LLC reported RAUM up 34% ($282.5M -> $378.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
May 2024 — WEALTHSPAN PARTNERS, LLC notice-filed in CO, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — WEALTHSPAN PARTNERS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — WEALTHSPAN PARTNERS, LLC reported RAUM up 26% ($224.5M -> $282.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.