Wealthspan Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Wealthspan Partners LLC
CRD #297712
SEC #801-113832
CIK #
AUM $118.6 MM (97% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone309-269-9188
Address4620 East 53rd Street
Davenport, IA 52807
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1209672482402011201420172020
Comparable Firms State AUM ($BB)
New City Investments LLC
CA 0.1
JBC Financial Group Inc
CA 0.1
Third Seven Advisors LLC
NY 0.1
Investment Securities Group Inc
CO 0.1
Davis Michael KIM
MA 0.1
Lighthouse Financial Management LLC
RI 0.1
Kovalcik & Geraghty Wealth Partners LLP
OH 0.1
NorthStar Financial Companies Inc
PA 0.1
Ascendant Wealth Management LLC
FL 0.1
Sanchez & Zures LLC
VA 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com