Wealthspan Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Wealthspan Partners reports 526 clients. They include 307 individual clients and 219 high-net-worth individuals. Of its assets, 95.8% ($432M across 1,587 accounts) are managed with discretion; $19M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 23% |
| High-net-worth individuals | 42% | 77% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $104M | 23.0% | $338K |
| High-net-worth individuals | 219 | $347M | 76.9% | $1.58M |
| Charitable organizations | Fewer than 5 | $104K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $152K | 0.0% | — |
| Total | 526 | $451M | 100% | — |
- Clients
- 307
- Regulatory AUM
- $104M
- AUM share
- 23.0%
- Avg. per client
- $338K
- Clients
- 219
- Regulatory AUM
- $347M
- AUM share
- 76.9%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $104K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $152K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 526
- Regulatory AUM
- $451M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wealthspan Partners charges 0.25%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Project-based planning is offered at an hourly rate of up to $200 per hour or a fixed engagement fee; ongoing planning is a fixed quarterly fee.
Brian Ramsay owns 50% to 75% of Wealthspan Partners. The leadership team of Wealthspan Partners includes Chief Investment Officer Mark Tholl and Chief Compliance Officer Brian Ramsay. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Wealthspan Partners, LLC
Brian Ramsay
Control person · since June 2018
- Owns 50% to 75% of Wealthspan Partners, LLC
Mark Tholl
Control person · since March 2024
Wealthspan Partners’ regulatory assets grew 2.4× from $186M (May 2021) to $451M (March 2026); clients rose from 365 to 526 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $451M | 526 | 6 | 4 |
| Jul 2025July 2025 | $379M | 513 | 5 | 4 |
| Apr 2024April 2024 | $283M | 420 | 5 | 4 |
| Apr 2023April 2023 | $225M | 398 | 3 | 2 |
| Apr 2022April 2022 | $225M | 387 | 3 | 2 |
| May 2021May 2021 | $186M | 365 | 3 | 2 |
Besides its headquarters, Wealthspan Partners has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 2 states.
Iowa · 2 listed addresses
- 5025 Utica Ridge RD, Suite 101, DavenportHQ
- 5108a Jersey Ridge RD, Davenport
Illinois · 1 listed address
- 4480 44th Avenue CT, Rock Island
Contact and registration details
- Legal name
- Wealthspan Partners, LLC
- Headquarters
- 5025 Utica Ridge RD, Suite 101, Davenport, IA 52807
- Website
- wealthspanpartners.com
- Phone
- 563-723-7301
- @wealthspan-partners-llc
- SEC file
- 801-113832
- Founded
- 2018
- Structure
- Iowa LLC
- Fiscal year end
- December
Wealthspan Partners’ named custodian for separately managed accounts is Fidelity ($447M). Wealthspan Partners has custody of $127M for 177 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $447M100%
At year end, Wealthspan Partners’ separately managed accounts were mostly in stocks (62%) and funds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $317M across 129 positions; the largest are Vanguard Index Fds (12.3%), Vanguard Index Fds (9.3%) and Deere & CO (5.7%).
What the accounts hold
- Stocks62%
- Funds27%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash7%
How many clients does Wealthspan Partners have?
Wealthspan Partners has 526 clients and manages $451 million for them, as of March 2026. They include 307 individual clients and 219 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Wealthspan Partners offer?
Wealthspan Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealthspan Partners charge?
Wealthspan Partners charges 0.25%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: WEALTHSPAN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 20 October 2026
Which custodians does Wealthspan Partners use?
Wealthspan Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $447M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Wealthspan Partners have?
Wealthspan Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthspan Partners invest in?
At the end of its last fiscal year, Wealthspan Partners’ separately managed accounts held 62% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% investment grade corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthspan Partners?
Wealthspan Partners’ direct owners are Brian Ramsay (50% to 75%) and Mark Tholl (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Wealthspan Partners get paid?
Wealthspan Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealthspan Partners?
Wealthspan Partners’ main office is at 5025 Utica Ridge RD, Suite 101, Davenport, IA 52807. Its phone number is 563-723-7301. Its website is wealthspanpartners.com.
