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SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC

Advisory

NEW YORK, NY

Data as of Dec 13, 2022 · Source: SEC Form ADV

Rank in NY

#5,369

of 5,722 advisers by AUM

Average account

$337K

across 20 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Dec 13, 2022.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients20

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NJ

Succession Risk

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

See plansIncluded with the Intelligence plan

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

20 clients

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

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