Spartan Planning & Wealth Management, LLC
● SEC registered since 2020CRD 166599SEC# 801-118622Greensboro, NC
Reg. AUM
$383.7M
Employees
5
Accounts
1,006
Location
Greensboro, NC
About Spartan Planning & Wealth Management
Spartan Planning is a fee-only advisory firm serving families, individuals, and organizations with retirement, insurance, investment, estate, and tax planning. It offers personalized roadmaps and corporate retirement and benefits services.
Summary based on the firm’s website.
Spartan Planning & Wealth Management, LLC assets under management
Spartan Planning & Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2020. It reports $383.7 million in regulatory assets under management and employs 5 people.
Spartan Planning & Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Scott Langley | Passive Owner | Under 5% | 2017 |
| David Childs Control | Manager, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2012 |
| David Lee Lillard | Passive Owner | Under 5% | 2018 |
| IRA N Ross | Senior Advisor | 10-25% | 2015 |
| Jonathan David Robinson | Passive Owner | Under 5% | 2017 |
Frequently asked questions
How much does Spartan Planning & Wealth Management, LLC manage?
Spartan Planning & Wealth Management, LLC reports $383.7 million in regulatory assets under management on its Form ADV.
How many employees does Spartan Planning & Wealth Management, LLC have?
Spartan Planning & Wealth Management, LLC reports 5 employees.
Where is Spartan Planning & Wealth Management, LLC located?
Spartan Planning & Wealth Management, LLC is based in Greensboro, NC and has been SEC-registered since 2020.
Does Spartan Planning & Wealth Management, LLC disclose fund performance?
Spartan Planning & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1931 New Garden Rd, Ste 220, Greensboro, NC 27410 |
| Phone | 800-371-1292 |
| Office hours | By Appt Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1749283 |
| Discloses disciplinary history | No |
Regulatory AUM
$383.7M▲ 11%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$383.7Mregulatory AUM
Discretionary $198.7MNon-discretionary $185M