Spark Wealth Advisors

Overview

Spark Wealth Advisors is a small, owner-operated independent registered investment adviser serving individual and family clients, along with some small-business relationships. The firm combines financial planning and discretionary portfolio management with accounting services, and charges clients on a mix of asset-based fees and fixed-fee engagements. Investment activity leans heavily toward publicly traded equities, but the firm also accesses third-party alternative strategies when appropriate. The adviser is not positioned as an ESG-focused manager and does not operate as a multi-state or pension consultant practice. Given its size and client base, the firm appears to run concentrated, client-specific portfolios rather than broad institutional mandates, emphasizing liquid public securities while selectively using less-liquid alternative exposures to complement core equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices