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SPARTA WEALTH PARTNERS
CHARLOTTE, NC
704-575-1148
SEC #801-123050Total AUM
$305M
Employees
8Clients
184Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4500 CAMERON VALLEY PARKWAY
SUITE 130
CHARLOTTE
NC 28211
United States
SUITE 130
CHARLOTTE
NC 28211
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
704-575-1148
Other Offices
2
Financials
Total AUM
$305M
Accounts
799Discretionary
$275M
Accounts
765Non-Discretionary
$30M
Accounts
34
Clients
Individual Clients
39AUM
$27.8M
HNW Individual Clients
117AUM
$248.1M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
8AUM
$24M
Charitable Organization Clients
1AUM
$33.7K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
12AUM
$5M
Other Clients
2AUM
$35K
Description of Other Clients
CHURCH
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCAFLLANCOHSCTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.