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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthspan Partners LLC
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|---|---|
| CRD # | 297712 |
| SEC # | 801-113832 |
| CIK # | 0001909805 |
| AUM | $378.8 M (2025-07-01) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 563-723-7301 |
| Address | 5025 Utica Ridge Rd Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Deere & Co | 14.4 | ||
| iShares Comex Gold Trust | 7.5 | ||
| Microsoft Corp | 6.1 | ||
| Apple Inc | 4.1 | ||
| McDonalds Corp | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 113.4 |
| (b) Individuals (high net worth individuals) | 179 | 265.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,518 | 378.8 |
| By Discretionary | ||
| Discretionary | 1,499 | 365.0 |
| Non-Discretionary | 19 | 13.8 |
| Total | 1,518 | 378.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.8 | |
| Total | 1,518 | 378.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909805] |
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|---|---|---|
|
Boltwood Capital Management
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CA | 0.4 |
|
Triton Wealth Management PLLC
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AZ | 0.4 |
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MN | 0.4 |
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McCarthy Asset Management Inc
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CA | 0.4 |
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Keystone Financial Planning Inc
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OH | 0.4 |
|
Davis Investment Partners LLC
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NC | 0.4 |
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RPS Advisory Solutions LLC
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KY | 0.4 |
|
Threadgill Financial LLC
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TX | 0.4 |
|
AZ Apice Capital Management LLC
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|
FL | 0.4 |
|
Fifth Force Management LLC
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TX | 0.4 |