Wealthspan Partners, LLC
● SEC registered since 2018CRD 297712SEC# 801-113832Davenport, IA
Reg. AUM
$451.1M
Employees
6
Accounts
1,610
Location
Davenport, IA
Wealthspan Partners, LLC assets under management
Wealthspan Partners, LLC is an SEC-registered investment adviser based in Davenport, IA. The firm has been registered since 2018. It reports $451.1 million in regulatory assets under management and employs 6 people.
Wealthspan Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Ramsay Control | Senior Wealth Partner And Chief Compliance Officer | 50-75% | 2018 |
| Mark Donald Tholl Control | Senior Wealth Partner And Chief Investment Officer | 50-75% | 2024 |
Frequently asked questions
How much does Wealthspan Partners, LLC manage?
Wealthspan Partners, LLC reports $451.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealthspan Partners, LLC have?
Wealthspan Partners, LLC reports 6 employees.
Where is Wealthspan Partners, LLC located?
Wealthspan Partners, LLC is based in Davenport, IA and has been SEC-registered since 2018.
Does Wealthspan Partners, LLC disclose fund performance?
Wealthspan Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807 |
| Phone | (563) 723-7301 |
| Fax | (563) 723-7303 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1909805 |
| Discloses disciplinary history | No |
Regulatory AUM
$451.1M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$451.1Mregulatory AUM
Discretionary $432.1MNon-discretionary $19M