SPARTAN WEALTH MANAGEMENT

Legal name: SPARTAN WEALTH ADVISORY SERVICES LLC

CRD 331719File 801-131368

APPROVED

Retail clients

Custody

Filing as of May 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.48B

Above cohort median (national)

Discretionary AUM

$1.48B

Clients

1,176

1,179 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 28, 2024
Principal office: 32600 TELEGRAPH ROAD, SUITE 200, BINGHAM FARMS, MI, 48025
Phone: 248-297-6600
Website: http://www.spartanwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.48B
Discretionary AUM: $1.48B
Non-discretionary AUM: $0
Discretionary accounts: 1,179
Non-discretionary accounts: 0
Total accounts: 1,179
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$17.6M
Charitable organizations	Fewer than 5	$3.1M
High net worth individuals	813	$224.1M
Pension and profit sharing plans	Fewer than 5	$3.2M
Individuals (other than high net worth individuals)	352	$1.24B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.