Spartan Wealth Management
Firm details
- Headquarters
- Bingham Farms, Michigan
- CRD number
- 331719
- Registered since
- October 28, 2024
- Website
- spartanwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals83.29%
- HNWI15.1%
- Corporations / Businesses1.19%
- Pension & Profit Sharing Plans0.22%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Spartan Wealth Management is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, and acts as a capital allocator—directing client capital to external managers when appropriate. It reports relationships with a law firm and an insurance company, and it does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds42%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Derek Damian
Chief Investment OfficerCRD 6177923
E. Brian Mosallam
CEO and Managing PartnerCRD 2838290
Contacts
3 of 21
Jack Skrzycki
Financial AdvisorCRD 7129217
Connor Holton
Financial AdvisorCRD 7536691
Farah Kobeissi-Nasser
IARCRD 7100767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 167Active vs passive
$522M in ETFs
62%
$325M
22%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $30.9M | 307,326 | 5.93% |
Location
Bingham Farms, MI
Oakland
Location
Bingham Farms, MI
Headquartered in Bingham Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 32600 Telegraph Rd
- Time zone
- ET (UTC-5)
- Office locations
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