RIA Intel›Advisers›North Carolina›SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

Advisory

N·GREENSBORO, NC

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$384M
1-Year AUM Growth
0.0%
3-Year CAGR
+14.6%
Employees
4
Assets Under Management
Total AUM$384M
Discretionary AUM$199M
Non-Discretionary AUM$185M
Discretionary %51.8%
Total Clients230
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingMar 31, 2020
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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