$451.1M Total AUM
$432.1M Disc. AUM
-- 3Y CAGR
6 Employees
526 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-2018
- Office Locations
- 3
Office Locations
4480 48th Avenue CT Suite 3 Rock Island IL
4856 Boston Common Glen Bradenton FL
5025 Utica Ridge RD Suite 101 Davenport IA
About Wealthspan Partners, LLC
Wealthspan Partners is an SEC-registered, fee-only fiduciary providing interactive financial planning and investment management for individuals, business owners, and entrepreneurs. Portfolios are customized to client goals, emphasizing disciplined asset allocation and risk management, with socially responsible options. Custody includes Fidelity/NFS.
Team overview
37 AVG AGE
$90.2M AVG AUM / ADVISOR
$857.6K AVG AUM / CLIENT
4.4 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN JAMES RAMSAY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4014246
- Ownership
- 50% but less than 75%
Available
Available
Available
MARK DONALD THOLL
Chief Investment Officer, Partner
- CRD
- #2290346
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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Nile C McLaughlin
--
- CRD
- #7442967
Available
Available
Available
JOHN DOUGLAS TIMMER
Owner
- CRD
- #2507441
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $432,114,475 | $272,284 |
| Non-Discretionary | $19,004,941 | $826,302 |
| Total | $451,119,416 | $280,198 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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