Wealthspan Partners, LLC
Wealthspan Partners, LLC is a fee-only wealth management firm based in Davenport, Iowa, United States. Registered with the SEC, it operates as a true fiduciary, providing interactive financial planning and tailored investment portfolios focused on client goals and objectives. The firm serves primarily individual investors, including high net worth clients, with a small employee team, and strives to deliver a comprehensive client-centric experience. Wealthspan Partners manages assets for 1,242 clients and is committed to fiduciary standards. It was founded in 2011.
Investment Strategy
Wealthspan Partners takes a fiduciary, client-focused approach to asset management. The firm builds investment portfolios tailored to each client's goals and objectives, with most assets managed for individual and high net worth investors. Using fee-only, interactive financial planning, Wealthspan emphasizes long-term wealth building and disciplined investment strategies, prioritizing transparency and client education throughout the portfolio development and review process.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 14.54% | $35.2M | 80,261 | $313.53 | $438.40 | +$5.5M |
V VTV | VANGUARD INDEX FDS | 9.65% | $23.3M | 132,111 | $147.37 | $176.74 | +$403.7K |
D DE | DEERE & CO | 5.97% | $14.4M | 28,412 | $359.08 | $508.49 | +$908.8K |
D DUSB | DIMENSIONAL ETF TRUST | 3.75% | $9.1M | 178,909 | $50.70 | $50.75 | +$1.9M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.44% | $8.3M | 40,685 | $171.74 | $204.67 | +$44.8K |