Wealth Span Capital Management

Wealth Span Capital Management (CRD# 283700) is a financial advisory firm headquartered in , . They manage $33,418,924 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.wealthspancapital.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $321,336
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Wealth Span Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Tristan Cox, financial advisor Northfield MN
Tristan G. Cox
CRD#: 6266881
Northfield, MN

Tristan Cox (CRD# 6266881) is an Investment Advisor Representative working at Wealth Span Capital Management in Northfield, MN and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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