SourcingSourcing

WEALTHSPAN PARTNERS, LLC

C28
CRD 297712·SEC 801-113832·DAVENPORT, IA
AUM
$451.1M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHSPAN PARTNERS, LLC
CRD
297712
SEC file #
801-113832
EIN
831209851
DBA names
—

Economics

AUM
$451.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$118.6M → $451.1M▲ +280%
Client mix
Individuals Other307
Individuals High Net Worth219

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
DAVENPORT IA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
wealthspanpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAMSAY, BRIAN, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RAMSAY, BRIAN, JAMES
THOLL, MARK, DONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHSPANPARTNERS.COM
Rdap Domain Creation Date
2018-07-10T12:52:54Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001909805
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001951757-26-000526

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
5025 UTICA RIDGE RDSUITE 101DAVENPORT, IA 52807
Business
5025 UTICA RIDGE RDSUITE 101DAVENPORT, IA 52807
Edgar EIN
831209851
Edgar Recent Filings
13F-HR2026-04-08 · 0001951757-26-000526
13F-HR2026-01-27 · 0001951757-26-000313
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-10T12:52:54Z
Rdap Domain Last Changed
2024-07-11T13:30:30Z
Rdap Nameservers
Ns-1421.awsdns-49.orgNs-1586.awsdns-06.co.ukNs-4.awsdns-00.comNs-716.awsdns-25.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4014246
Trust Company Affiliate
No

People (5)

5
RAMSAY, BRIAN, JAMES
IAR · Direct Owner · 62.5%
4014246
THOLL, MARK, DONALD
IAR · Direct Owner · 62.5%
2290346
CODY LEE WILLIAMS
IAR
6421751
JOHN DOUGLAS TIMMER
IAR
2507441
Nile C McLaughlin
IAR
7442967