Spartan Wealth Advisory Services LLC
● SEC registered since 2024CRD 331719SEC# 801-131368Bingham Farms, MI
Reg. AUM
$1.48B
Employees
31
Accounts
1,179
Location
Bingham Farms, MI
Spartan Wealth Advisory Services LLC assets under management
Spartan Wealth Advisory Services LLC is a registered investment adviser overseen by the SEC based in Bingham Farms, MI. The firm has been registered since 2024. It reports $1.5 billion in regulatory assets under management and employs 31 people.
Spartan Wealth Advisory Services LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Lee Wagner Control | Vice President | Under 5% | 2024 |
| Anthony Mona Control | President | Under 5% | 2024 |
| Christian Yaldo Control | Director Of Finance | Under 5% | 2024 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Spartan Wealth Advisory Services LLC manage?
Spartan Wealth Advisory Services LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Spartan Wealth Advisory Services LLC have?
Spartan Wealth Advisory Services LLC reports 31 employees.
Where is Spartan Wealth Advisory Services LLC located?
Spartan Wealth Advisory Services LLC is based in Bingham Farms, MI and has been SEC-registered since 2024.
Does Spartan Wealth Advisory Services LLC disclose fund performance?
Spartan Wealth Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 32600 Telegraph Road, Suite 200, Bingham Farms, MI 48025 |
| Phone | 248-297-6600 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2075193 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.48B▲ 265%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.48Bregulatory AUM
Discretionary $1.48B