# Spartan Wealth Management

> Spartan Wealth Management is an SEC-registered investment advisory firm in Bingham Farms, MI, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 331719
- Filed as: SPARTAN WEALTH MANAGEMENT
- Legal name: Spartan Wealth Advisory Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bingham Farms, MI
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331719
- AdvisorCensus page: https://advisorcensus.com/firm/spartan-wealth-management-bingham-farms-mi-331719

## Quick answers

**How is Spartan Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Spartan Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Spartan Wealth Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated May 13, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Spartan Wealth Management located?**
Spartan Wealth Management's principal office is in Bingham Farms, MI, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Spartan Wealth Management registered with the SEC or a state?**
Spartan Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331719.

**How much does Spartan Wealth Management manage?**
Spartan Wealth Management reports $1,484,197,565 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Spartan Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Spartan Wealth Management: Regulatory assets under management: $406,619,437 in the October 2025 data and $1,484,197,565 in the October 2026 data, up 265%. Total employees: 26 in October 2025 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Spartan Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (813); individuals (other than high net worth individuals) (352); corporations or other businesses not listed above (11).

**Which custodians does Spartan Wealth Management use?**
Spartan Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Spartan Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331719

**Does Spartan Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "Spartan Wealth Management generally does not impose a minimum relationship size."

**What changed in Spartan Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Wealth management fees are charged at an annual rate up to 1.50% of assets under management.

> Retirement plan advisory fees are charged an annual asset-based fee of up to 1.50%.

- Account minimum: None

> Spartan Wealth Management generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,484,197,565
- Discretionary: $1,484,197,565
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 352 | $1,236,129,308 |
| High net worth individuals | 813 | $224,127,145 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,226,084 |
| Charitable organizations | Fewer than 5 | $3,092,527 |
| Corporations or other businesses not listed above | 11 | $17,622,501 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 31 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, MI, NC, NY, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Birmingham, MI

### Websites listed on Form ADV (Item 1.I)
- spartanwealth.com
- Facebook @SpartanWealthManagement
- LinkedIn @spartan-wealth-management
- YouTube @Spartan-Wealth-Management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $406,619,437 | 26 | July 24, 2025 |
| October 2026 | $1,484,197,565 | 31 | May 13, 2026 |

Regulatory assets under management: $406,619,437 in the October 2025 data and $1,484,197,565 in the October 2026 data, up 265%.
Total employees: 26 in October 2025 and 31 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in IN, VA.

### March 2026
- Regulatory assets under management went from $406,619,437 to $1,484,197,565 (+265%).
- Employees performing advisory functions went from 15 to 19.

### December 2025
- Registered or notice-filed in CO, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spartan Wealth Management (CRD 331719): Form ADV filing data as of October 2026.