This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$451MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$432M

Private client RAUM

$451MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$90.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,610

Individual clients

307

High net worth clients

219

Custody, client assets

$127M

SEC number

801-113832

CIK

1909805

CRD

297712

Filings on the tape

25

First filed

Jul 13, 2018

Latest filed

Mar 3, 2026

Organised

Limited Liability Company, IA

Website

wealthspanpartners.com

• Occurred

  Jul 13, 2018
  First Form ADV filing

  Wealthspan Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f1b79a9d-3f0c-c409-7384-49e8b7ccea44

First observed

Jul 13, 2018

Last observed

Mar 3, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.