RIA Intel›Advisers›South Dakota›SPAR WEALTH MANAGEMENT LLC

SPAR WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 14, 2022 · Source: SEC Form ADV

Average account

$169K

across 13 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 14, 2022.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SD

Closest by assets under management. All figures from Form ADV.

KLOCKER INVESTMENT ADVISERS

$2M

CASTELLUM CAPITAL MANAGEMENT LLC

$3M

SOARING INVESTMENT MANAGEMENT, LLC

$2M

PIKILA, LLC

SIOUX FALLS, SD

$1M

WEALTHIER WAY, LLC

$3M

ERNST CAPITAL ADVISORS LLC

SIOUX FALLS, SD

$1M

-99.0% 1Y

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