WEALTHSPAN PARTNERS, LLC
CRD #297712 SEC #801-113832 DAVENPORT, IA (563) 723-7301
SEC Registered
Total AUM
$378.8M
Discretionary
$365M
Employees
5
Clients
0
Accounts
1,518
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 20, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RAMSAY, BRIAN, JAMES | I | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
| THOLL, MARK, DONALD | I | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | D | Control |
Registrations
Federal
IA
Dec 20, 2025 REGISTERED
Notice Filings (10)
AZ CO FL IA IL LA MN NE TX WI
Address
5025 UTICA RIDGE RDSUITE 101
DAVENPORT, IA 52807
United States
Phone: (563) 723-7301