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SPARK FINANCIAL ADVISORS
SPARK FINANCIAL ADVISORS, LLC
CRD 296914 · SEC 801-132555
7130 GLEN FOREST DRIVE, SUITE 110, RICHMOND, VA, 23226, United States
Phone
804-451-1210
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.1M
Discretionary AUM
$147.1M
Team
7 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $50.5M |
| High net worth individuals | 44 | $96.6M |
States served
NC, PA, VA, TX
All web addresses on file
- https://www.linkedin.com/in/suzanne-alexis-grason/
- https://www.linkedin.com/in/michelle-orellana-cfp%C2%AE-640413a9/
- https://www.instagram.com/sparkfinancialadvisors/
- https://www.linkedin.com/in/laurenzangardihaynes/
- https://www.facebook.com/SparkFinancialAdvisors/
- HTTPS://WWW.SPARKFINANCIALADVISORS.COM/
- https://www.threads.net/@sparkfinancialadvisors
- https://www.linkedin.com/company/spark-financial-advisors/
- https://www.youtube.com/@sparkfinancialadvisors
Official SEC filing: View on IAPD