WEALTHSPAN PARTNERS, LLC
CRD #297712 SEC #801-113832 DAVENPORT, IA (563) 723-7301
SEC Registered
Total AUM
$378.8M
Discretionary
$365M
Employees
5
Clients
0
Accounts
1,518
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $378.8M | $365M | $13.8M | 5 | 0 |
| Oct 2025 | $378.8M | $365M | $13.8M | 5 | 0 |
| Jul 2025 | $378.8M | $365M | $13.8M | 5 | 0 |
| Feb 2025 | $378.8M | $365M | $13.8M | 5 | 0 |
| Nov 2024 | $282.5M | $271M | $11.5M | 5 | 0 |
| Apr 2024 | $282.5M | $271M | $11.5M | 5 | 0 |
| Mar 2024 | $282.5M | $271M | $11.5M | 5 | 0 |
| Dec 2023 | $224.5M | $219M | $5.5M | 3 | 0 |
| Apr 2023 | $224.5M | $219M | $5.5M | 3 | 0 |
| Feb 2023 | $224.5M | $219M | $5.5M | 3 | 0 |
| Apr 2022 | $225.3M | $218.4M | $7M | 3 | 0 |
| Mar 2022 | $225.3M | $218.4M | $7M | 3 | 0 |
| May 2021 | $185.9M | $180.6M | $5.2M | 3 | 0 |
| Mar 2021 | $185.9M | $180.6M | $5.2M | 3 | 0 |
| Jun 2020 | $159.3M | $155.4M | $4M | 3 | 0 |
| May 2020 | $159.3M | $155.4M | $4M | 3 | 0 |
| Mar 2020 | $159.3M | $155.4M | $4M | 3 | 0 |
| Mar 2019 | $118.6M | $115M | $3.6M | 4 | 0 |
| Dec 2018 | $118.8M | $115.7M | $3.1M | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Aug 2018 | $0 | $0 | $0 | 2 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$378.8M
Discretionary$365M
Non-Disc.$13.8M
Employees5
Clients0
DateOct 2025
Total AUM$378.8M
Discretionary$365M
Non-Disc.$13.8M
Employees5
Clients0
DateJul 2025
Total AUM$378.8M
Discretionary$365M
Non-Disc.$13.8M
Employees5
Clients0
DateFeb 2025
Total AUM$378.8M
Discretionary$365M
Non-Disc.$13.8M
Employees5
Clients0
DateNov 2024
Total AUM$282.5M
Discretionary$271M
Non-Disc.$11.5M
Employees5
Clients0
DateApr 2024
Total AUM$282.5M
Discretionary$271M
Non-Disc.$11.5M
Employees5
Clients0
DateMar 2024
Total AUM$282.5M
Discretionary$271M
Non-Disc.$11.5M
Employees5
Clients0
DateDec 2023
Total AUM$224.5M
Discretionary$219M
Non-Disc.$5.5M
Employees3
Clients0
DateApr 2023
Total AUM$224.5M
Discretionary$219M
Non-Disc.$5.5M
Employees3
Clients0
DateFeb 2023
Total AUM$224.5M
Discretionary$219M
Non-Disc.$5.5M
Employees3
Clients0
DateApr 2022
Total AUM$225.3M
Discretionary$218.4M
Non-Disc.$7M
Employees3
Clients0
DateMar 2022
Total AUM$225.3M
Discretionary$218.4M
Non-Disc.$7M
Employees3
Clients0
DateMay 2021
Total AUM$185.9M
Discretionary$180.6M
Non-Disc.$5.2M
Employees3
Clients0
DateMar 2021
Total AUM$185.9M
Discretionary$180.6M
Non-Disc.$5.2M
Employees3
Clients0
DateJun 2020
Total AUM$159.3M
Discretionary$155.4M
Non-Disc.$4M
Employees3
Clients0
DateMay 2020
Total AUM$159.3M
Discretionary$155.4M
Non-Disc.$4M
Employees3
Clients0
DateMar 2020
Total AUM$159.3M
Discretionary$155.4M
Non-Disc.$4M
Employees3
Clients0
DateMar 2019
Total AUM$118.6M
Discretionary$115M
Non-Disc.$3.6M
Employees4
Clients0
DateDec 2018
Total AUM$118.8M
Discretionary$115.7M
Non-Disc.$3.1M
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0