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| Spartan Planning & Wealth Management LLC
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|---|---|
| CRD # | 166599 |
| SEC # | 801-118622 |
| CIK # | 0001749283 |
| AUM | $383.7 M (2026-03-02) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 800-371-1292 |
| Address | 1931 New Garden Rd, Ste 220 Greensboro, NC 27410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001749283 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.1 | ||
| Apple Inc | 4.4 | ||
| Alphabet Inc | 2.0 | ||
| Broadcom Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Johnson & Johnson | 1.4 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Tesla Motors Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Chevron Corp | 0.9 | ||
| Caterpillar Inc | 0.8 | ||
| Lilly Eli & Co | 0.8 | ||
| Coca Cola Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 46.8 |
| (b) Individuals (high net worth individuals) | 88 | 313.0 |
| (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 | 14 | 23.2 |
| (h) Charitable organizations | 0 | 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 | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,006 | 383.7 |
| By Discretionary | ||
| Discretionary | 680 | 198.7 |
| Non-Discretionary | 326 | 185.0 |
| Total | 1,006 | 383.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.7 | |
| Total | 1,006 | 383.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001749283] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Planning Strategies Inc
✚
|
PA | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |
|
Longview Financial Advisors LLC
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0.4 | |
|
Paragon Financial Services
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VA | 0.4 |
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Arcadia Wealth Management Inc
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NY | 0.4 |
|
Cascades Capital Asset Management LLC
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|
NC | 0.4 |
|
Keating Investment Counselors Inc
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|
FL | 0.4 |
|
Capital Management LLC
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|
NC | 0.4 |
|
One One Wealth Management LLC
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|
FL | 0.4 |
|
Accent Capital Management LLC
✚
|
OH | 0.4 |