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Building 2SPARTA WEALTH PARTNERS

Map pinCHARLOTTE, NC
Phone704-575-1148
NotebookSEC #801-123050
Total AUM
$305M
Employees
8
Clients
184

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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