Falists
← Back to search

SPARTAN WEALTH MANAGEMENT

SPARTAN WEALTH ADVISORY SERVICES LLC

CRD 331719 · SEC 801-131368

Visit website

32600 TELEGRAPH ROAD, SUITE 200, BINGHAM FARMS, MI, 48025, United States

Phone

248-297-6600

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.48B

Discretionary AUM

$1.48B

Team

31 total employees; 19 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals352$1.24B
High net worth individuals813$224.1M
Corporations/business entities11$17.6M

States served

CA, CO, GA, IL, IN, MI, NY, NC, OH, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD