Wealthspan Partners LLC


Assets, Funds, Holdings

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Wealthspan Partners LLC
CRD #297712
SEC #801-113832
AUM $118.6 MM (97% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Address4620 East 53rd Street
Davenport, IA 52807
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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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
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