Wealthspan Partners, LLC

Overview

Wealthspan Partners, LLC is an SEC registered investment adviser based in Davenport, IA, registered since 2018. It reports $451M in assets under management across 1,610 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$451M

Discretionary

96%

Accounts

1,610

Average account

$28K

Employees

6

Advisory reps

5

Registered since

2018

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Brian James Ramsay Senior Wealth Partner, Chief Compliance Officer CRD 4014246
• Mark Donald Tholl Senior Wealth Partner CRD 2290346

Advisory reps 3 of 5

• Nile C Mclaughlin Insurance Agent · Investment Adviser Rep CRD 7442967
• Brian James Ramsay Investment Adviser Rep CRD 4014246
• Mark Donald Tholl Investment Adviser Rep CRD 2290346

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5025 Utica Ridge Rd Ste 101
Davenport, IA 52807

County

Scott

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: wealthspanpartners.com

Every state, with registration dates

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