Sparta Wealth Partners

RIASEC RegisteredEst. 2022

Total AUM

$316M

Discretionary

$291M

92% of AUM

Avg account

$454K

Accounts

696

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 318036
Registered since: January 20, 2022
Website: www.spartawp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI79.45%
Individuals9.64%
Pension & Profit Sharing Plans7.31%
Corporations / Businesses3.37%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sparta Wealth Partners is an independent, SEC‑registered investment adviser formed as an LLC and registered in 2022. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that uses outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Sparta charges a mix of fee types—percentage of assets under management, hourly and fixed fees, and performance‑based fees. The firm does not identify as an active ESG investor. Sparta has received at least one industry mention, appearing in Citywire’s "50 Growers Across America" list in 2024.