Spark Wealth Advisors
RIAState Registered
Total AUM
$26.9M
Discretionary
$26.9M
100% of AUM
Avg account
$188K
Accounts
143
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 322922
- Website
- www.sparkwealthadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.57%
- HNWI47.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spark Wealth Advisors is an independent RIA structured as a limited liability company and owned by an individual. The firm focuses on individuals and families, providing financial planning and portfolio management tailored to individuals and small businesses. Its advisory fees include both a percentage-of-AUM component and fixed-fee arrangements. Spark operates with an accounting background in its business activities and does not position itself as an ESG investor or a multi-state adviser.
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 Equities93%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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