Sparta Wealth Partners
Sparta Wealth Partners is an SEC-registered wealth manager in Charlotte, NC with $305.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sparta Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318036, SEC 801-123050, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $305.0M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 8
- Clients
- 179
- CRD
- 318036
- Ownership
- TOTAL SOLUTIONS ENTERPRISE HOLDINGS, LLC; THOMPSON, DAVID, BLAIR
How much AUM does Sparta Wealth Partners have?
Sparta Wealth Partners reported $305.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Sparta Wealth Partners?
Disclosed owners and executives of Sparta Wealth Partners include TOTAL SOLUTIONS ENTERPRISE HOLDINGS, LLC, THOMPSON, DAVID, BLAIR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.