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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.