SPARTAN WEALTH MANAGEMENT
Firm details
- Headquarters
- BINGHAM FARMS, Michigan
- CRD number
- 331719
- Registered since
- October 28, 2024
- Website
- spartanwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals83.29%
- HNWI15.1%
- Corporations / Businesses1.19%
- Pension & Profit Sharing Plans0.22%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Spartan Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2024. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. The firm charges fees by percentage of assets under management as well as hourly and fixed fees. Spartan reports it is not an active ESG investor and indicates industry affiliations with a law firm and an insurance company.
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 Equities51%
- Public Funds/Mutual Funds42%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2DEREK DAMIAN
Chief Investment OfficerCRD 6177923
E. Brian Mosallam
CEO and Managing PartnerCRD 2838290
Contacts
3 of 21JACK SKRZYCKI
Financial AdvisorCRD 7129217
Connor Holton
Financial AdvisorCRD 7536691
Farah Kobeissi-Nasser
IARCRD 7100767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 156Active vs passive
$436M in ETFs
58%
$253M
27%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN FLEXIBLE DEBT ETF (JFLX) | JP Morgan | $20.9M | 421,490 | 4.80% |
Location
BINGHAM FARMS, MI
OAKLAND
Location
BINGHAM FARMS, MI
Headquartered in BINGHAM FARMS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 32600 Telegraph Rd
- Time zone
- ET (UTC-5)
- Office locations
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