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| Spartan Planning & Wealth Management LLC
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|---|---|
| CRD # | 166599 |
| SEC # | 801-118622 |
| CIK # | 0001749283 |
| AUM | $256.8 MM (2023-03-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 800-371-1292 |
| Address | 1931 New Garden Rd, Ste 220 Greensboro, NC 27410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 51.6 |
| (b) Individuals (high net worth individuals) | 68 | 189.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 15.7 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 256.8 |
| By Discretionary | ||
| Discretionary | 589 | 112.1 |
| Non-Discretionary | 228 | 144.7 |
| Total | 817 | 256.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.8 | |
| Total | 817 | 256.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001749283] |
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