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SPARTA WEALTH PARTNERS
TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036 · SEC 801-123050
4500 CAMERON VALLEY PARKWAY, SUITE 130, CHARLOTTE, NC, 28211, United States
Phone
704-575-1148
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.0M
Discretionary AUM
$275.0M
Team
8 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Partnership
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $27.8M |
| High net worth individuals | 117 | $248.1M |
| Pension/profit sharing plans | 8 | $24.0M |
| Charitable organizations | 1 | $34K |
| Corporations/business entities | 12 | $5.0M |
States served
AZ, CA, LA, NC, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD