Wealthspan Partners, LLC
Wealthspan Partners, LLC is an SEC-registered mass-market adviser in Davenport, IA with $451.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Wealthspan Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297712, SEC 801-113832, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $451.1M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Davenport, IA
- Employees
- 6
- Clients
- 526
- CRD
- 297712
- Ownership
- RAMSAY, BRIAN, JAMES; THOLL, MARK, DONALD
How much AUM does Wealthspan Partners, LLC have?
Wealthspan Partners, LLC reported $451.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Wealthspan Partners, LLC?
Disclosed owners and executives of Wealthspan Partners, LLC include RAMSAY, BRIAN, JAMES, THOLL, MARK, DONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.