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Spartan Wealth Advisory Services LLC

● SEC registered since 2024CRD 331719SEC# 801-131368Bingham Farms, MI
Export (members)
Reg. AUM
$406.6M
Employees
26
Accounts
946
Location
Bingham Farms, MI

Spartan Wealth Advisory Services LLC assets under management

Spartan Wealth Advisory Services LLC is a registered investment adviser overseen by the SEC based in Bingham Farms, MI. The firm has been registered since 2024. It reports $406.6 million in regulatory assets under management and employs 26 people.
www.spartanwealth.comView on SEC.gov ↗

Spartan Wealth Advisory Services LLC owners & executives

10 reported
NameTitleOwnershipSince
Alexander Lee Wagner ControlVice PresidentUnder 5%2024
Anthony Mona ControlPresidentUnder 5%2024
Derek Peter Damian ControlChief Investment OfficerUnder 5%2024
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Frequently asked questions

How much does Spartan Wealth Advisory Services LLC manage?

Spartan Wealth Advisory Services LLC reports $406.6 million in regulatory assets under management on its Form ADV.

How many employees does Spartan Wealth Advisory Services LLC have?

Spartan Wealth Advisory Services LLC reports 26 employees.

Where is Spartan Wealth Advisory Services LLC located?

Spartan Wealth Advisory Services LLC is based in Bingham Farms, MI and has been SEC-registered since 2024.

Does Spartan Wealth Advisory Services LLC disclose fund performance?

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

Contact & registration

Address32600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Phone248-297-6600
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK2075193
Discloses disciplinary historyNo

Assets under management

Discretionary$406.6M
Non-discretionary$0
Total (RAUM)$406.6M