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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 Oct 1, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.48B
Clients
1,176
1,179 accounts
Employees
31
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 26 | 31 | increased by5 |
| Mar 1, 2026 | Clients | 311 | 1,176 | increased by865 |
| Mar 1, 2026 | AUM | $406,619,437 | $1,484,197,565 | increased by$1,077,578,128 |
| Mar 1, 2026 | Accounts | 946 | 1,179 | increased by233 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPARTAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPARTAN 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.