Spartan Wealth Solutions LLC

Overview

Spartan Wealth Solutions LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and also lists accounting among its business activities. Its fee approach blends a percentage-of-assets model with hourly charges, and the adviser manages client relationships primarily on a non-discretionary basis. Spartan does not identify itself as an active ESG investor, is not a multi-state adviser, and is owned by an individual rather than an institutional parent. The firm’s asset management style shows a clear preference for equities and exchange-traded products, with portfolios structured around publicly traded securities and third-party alternative real estate exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices