# WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC of DAVENPORT, IA is an SEC-registered investment adviser.

## Registration

- CRD: 297712
- Type: SEC-registered investment adviser
- SEC file number: 801-113832
- Location: 5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, 52807
- Phone: (563) 723-7301
- Latest filing: 2026-03-03
- Regulatory AUM: $451.1M
- Discretionary AUM: $432.1M
- Non-discretionary AUM: $19.0M
- Clients: 6
- Accounts: 1,610

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brian James Ramsay | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Mark Donald Tholl | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | — |
| RAMSAY BRIAN JAMES | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| THOLL MARK DONALD | SENIOR WEALTH PARTNER; SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297712/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297712/similar
- Related entities: https://search.stillhousedata.com/firm/297712/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297712

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.