Wealthspan Partners, Llc
- Regulatory AUM
- $451M
- Discretionary
- $432M
- Clients
- 526
- Avg AUM / client
- $858K
- Accounts
- 1,610
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $104M | 23.0% |
| High net worth individuals | 219 | $347M | 76.9% |
| Charitable organizations | Fewer than 5 clients | $104K | 0.02% |
| Corporations and other businesses | Fewer than 5 clients | $152K | 0.03% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian James Ramsay | Senior Wealth Partner And Chief Compliance Officer | Jun 2018 (8y) | 50% – 75% | |
| Mark Donald Tholl | Senior Wealth Partner And Chief Investment Officer | CFP | Sep 2018 (8y) | 50% – 75% |
| Cody Lee Williams | Registered representative | Feb 2023 (3y) | ||
| John Douglas Timmer | Registered representative | CFP | Dec 2023 (3y) | |
| Nile C Mc Laughlin | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 931 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $447M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗