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Wealthspan Partners, LLC

● SEC registered since 2018CRD 297712SEC# 801-113832Davenport, IA
Export (members)
Reg. AUM
$378.8M
Employees
5
Accounts
1,518
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 $378.8 million in regulatory assets under management and employs 5 people.
wealthspanpartners.comView on SEC.gov ↗

Wealthspan Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian James Ramsay ControlSenior Wealth Partner And Chief Compliance Officer50-75%2018
Mark Donald Tholl ControlSenior Wealth Partner And Chief Investment Officer50-75%2024

Frequently asked questions

How much does Wealthspan Partners, LLC manage?

Wealthspan Partners, LLC reports $378.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealthspan Partners, LLC have?

Wealthspan Partners, LLC reports 5 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

Address5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807
Phone(563) 723-7301
Fax(563) 723-7303
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1909805
Discloses disciplinary historyNo

Assets under management

Discretionary$365M
Non-discretionary$13.8M
Total (RAUM)$378.8M