Sparta Wealth Partners

RIASEC RegisteredEst. 2022

Total AUM

$316M

Discretionary

$291M

92% of AUM

Avg account

$454K

Accounts

696

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 318036
Registered since: January 20, 2022
Website: www.spartawp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI79.45%
Individuals9.64%
Pension & Profit Sharing Plans7.31%
Corporations / Businesses3.37%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sparta Wealth Partners is an independent registered investment adviser organized as an LLC and first SEC-registered in 2022. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of outside advisers. Sparta uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees, and performance-based fees — which supports flexibility for different client types and for manager-fee structures when it allocates to third-party funds. The firm is not positioned as an ESG-focused investor. Industry relationships include ties to accounting and insurance firms. Sparta received recognition in Citywire’s 2024 "50 Growers Across America" list.