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
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 |
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Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$383.7Mregulatory AUM
Discretionary $198.7MNon-discretionary $185M