Wealth Span Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,922,447
Total clients
27
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$1,367,498
About
Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars and workshops to individuals, trusts, estates, charitable organizations, and small businesses. The firm works with both discretionary and non-discretionary accounts and offers written financial planning advice alongside periodic no-fee educational sessions on topics such as investing, estate and business planning, and insurance.
The firm’s investment approach centers on custom portfolio management using a tactical allocation strategy intended to reduce risk and seek improved performance, employing instruments that can include exchange-listed securities, corporate and municipal debt, mutual funds, ETFs, and cash positions used as potential hedges. Accounts are monitored on a regular basis and portfolios are tailored to client objectives and risk tolerance, with execution and custody handled through third‑party custodians while the firm does not maintain custody of client assets beyond authorized fee deductions.
Distinctive features include the firm’s regular, complimentary educational seminars and workshops—a service that is relatively uncommon among peers—and a focus on individualized allocation shifts, including occasional specific stock recommendations to target sector weightings or dividend potential. The firm manages approximately $36.9 million for a limited client base and emphasizes addressing concentration, sector, and risk‑management considerations within each client’s customized strategy.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Active portfolio management
Fee options
$25,000 - $100,000: $1,000 annually (fixed fee) $100,001 - $250,000: $2,000 annually (fixed fee) $250,001 - $500,000: $3,000 annually (fixed fee) $500,001 - $999,000: $6,000 annually (fixed fee) $1,000,000 - $2,000,000: $10,000 annually (fixed fee) $2,000,001 - $3,000,000: $15,000 annually (fixed fee) $3,000,001 - $4,000,000: $20,000 annually (fixed fee) $4,000,001 - $6,000,000: $28,000 annually (fixed fee)
Account minimum: $25,000 Minimum fee: $1,000 to $28,000 annually depending on asset tier Fee-only: Fixed fees for financial planning services ranging from $500 to $10,000 based on complexity
Main office location
Wealth Span Capital Management
Northfield MN, United States
Number of offices
2
Most active in
Wealth Span Capital Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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