CRD: 309553
Wealthspan Investment Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 3
Office Locations
About Wealthspan Investment Management, LLC
Wealthspan Investment Management is an RIA offering scientific, education-focused financial planning and data-driven portfolio management designed to grow and protect client wealth. The firm emphasizes risk-centered management and tax-aware decision making, with diversified allocations that can include funds, ETFs, and fixed income. Common custodians include Charles Schwab and Fidelity.
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CRM
Custodian
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Owner & Executives
JEFFREY KEITH STUKEY
President
- CRD
- #4749573
- Ownership
- 75% or more
DAVID RUSSELL MILLAR
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LYNDON RICHARD HARRISON
--
- CRD
- #4090907
MELISSA ARD MENDENALL
Financial Advisor
- CRD
- #1745247
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,058,700 | $207,720 |
| Non-Discretionary | $0 | -- |
| Total | $93,058,700 | $207,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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