SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
Doing business as SPARTAN PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$383,681,575
Discretionary
$198,729,544
Non-discretionary
$184,952,031
Firm details
- CRD number
- 166599
- SEC file number
- 801-118622
- Main office
- GREENSBORO, NC, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.