Spar Wealth Management LLC
RIASEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$169K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292723
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.1%
- Individuals28.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spar Wealth Management LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters to a client base that includes individuals and families. With a fee structure based on a percentage of assets under management, Spar Wealth Management emphasizes personalized investment strategies tailored to the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Derivatives22%
- Cash & Cash Equivalents4%
Contacts
1 of 1William Nolan
Investment AdviserCRD 6920506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations