Spartan Wealth Management
Bingham Farms, MI·SEC-registered · CRD #331719
Spartan Wealth Management is an SEC-registered investment advisory firm in Bingham Farms, MI managing $1.5B across 1.2k client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
1.2k
Advisory staff
19
Fee model
Fee-based
How Spartan Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Spartan Wealth Management
How much does Spartan Wealth Management manage?
Per its most recent SEC Form ADV filing (05/13/2026), Spartan Wealth Management reports $1.5B in regulatory assets under management across roughly 1.2k client accounts.
How does Spartan Wealth Management charge?
Spartan Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Spartan Wealth Management a fiduciary?
Yes. Spartan Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #331719), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Spartan Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Spartan Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Spartan Wealth Management's public SEC Form ADV filing (CRD #331719, filed 05/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Spartan Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Spartan Wealth Management? Claim this profile.