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SPARTA WEALTH PARTNERS
Legal name: TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036File 801-123050
APPROVED
Retail clients
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.8M
Below cohort median (national)
Discretionary AUM
$291.3M
Non-discretionary $24.5M
Clients
215
696 accounts
Employees
8
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 20, 2022
- Principal office
- 4500 CAMERON VALLEY PARKWAY, SUITE 130, CHARLOTTE, NC, 28211
- Phone
- 704-575-1148
- Website
- http://www.spartawp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.8M
- Discretionary AUM
- $291.3M
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 656
- Non-discretionary accounts
- 40
- Total accounts
- 696
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $10.6M |
| Charitable organizations | Fewer than 5 | $736K |
| High net worth individuals | 112 | $250.9M |
| Pension and profit sharing plans | 7 | $23.1M |
| Individuals (other than high net worth individuals) | 78 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 179 | 215 | increased by36 |
| Aug 1, 2026 | AUM | $305,000,000 | $315,814,477 | increased by$10,814,477 |
| Aug 1, 2026 | Accounts | 799 | 696 | decreased by103 |
| Apr 1, 2026 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2026 | Clients | 190 | 179 | decreased by11 |
| Apr 1, 2026 | AUM | $265,387,750 | $305,000,000 | increased by$39,612,250 |
| Apr 1, 2026 | Accounts | 564 | 799 | increased by235 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 190 | increased by138 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,100,000 | $265,387,750 | increased by$164,287,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 150 | 564 | increased by414 |
| Jul 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2022 | Clients | 41 | 52 | increased by11 |
| Jul 1, 2022 | AUM | $94,000,000 | $101,100,000 | increased by$7,100,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPARTA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPARTA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.