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Spartan Planning & Wealth Management, LLC

● SEC registered since 2020CRD 166599SEC# 801-118622Greensboro, NC
Export (members)
Reg. AUM
$345.1M
Employees
5
Accounts
962
Location
Greensboro, NC

Spartan Planning & Wealth Management, LLC assets under management

Spartan Planning & Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2020. It reports $345.1 million in regulatory assets under management and employs 5 people.
www.spartanplanninggroup.comView on SEC.gov ↗

Spartan Planning & Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brandon Scott LangleyPassive OwnerUnder 5%2017
David Childs ControlManager, Chief Executive Officer, Chief Compliance OfficerOver 75%2012
David Lee LillardPassive OwnerUnder 5%2018
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Frequently asked questions

How much does Spartan Planning & Wealth Management, LLC manage?

Spartan Planning & Wealth Management, LLC reports $345.1 million in regulatory assets under management on its Form ADV.

How many employees does Spartan Planning & Wealth Management, LLC have?

Spartan Planning & Wealth Management, LLC reports 5 employees.

Where is Spartan Planning & Wealth Management, LLC located?

Spartan Planning & Wealth Management, LLC is based in Greensboro, NC and has been SEC-registered since 2020.

Does Spartan Planning & Wealth Management, LLC disclose fund performance?

Spartan Planning & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1931 New Garden Rd, Ste 220, Greensboro, NC 27410
Phone800-371-1292
Office hoursBy Appt Only
SEC regionAtlanta Regional Office (ARO)
CIK1749283
Discloses disciplinary historyNo

Assets under management

Discretionary$167.2M
Non-discretionary$177.9M
Total (RAUM)$345.1M