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| Spartan Wealth Advisory Services LLC
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|---|---|
| CRD # | 331719 |
| SEC # | 801-131368 |
| CIK # | 0002075193 |
| AUM | 1,484.2 M (2026-05-13) |
| Employees | 31 (61% Investors, 61% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-297-6600 |
| Address | 32600 Telegraph Road Bingham Farms, MI 48025 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| SPDR Gold Trust | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 1,236.1 |
| (b) Individuals (high net worth individuals) | 813 | 224.1 |
| (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 | 0 | 3.2 |
| (h) Charitable organizations | 0 | 3.1 |
| (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 | 11 | 17.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,179 | 1,484.2 |
| By Discretionary | ||
| Discretionary | 1,179 | 1,484.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,179 | 1,484.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,484.2 | |
| Total | 1,179 | 1,484.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002075193] | |
| 13F-NT | [0002075193] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CT | 1,492.6 M |
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TA Realty LLC
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|
Eclectic Associates Inc
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Serenus Wealth Advisors LLC
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|
HHM Wealth Advisors LLC
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