Multi-Family OfficeRIA · CRD 292723

Updated:

SPAR Wealth Management

SPAR WEALTH MANAGEMENT LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1...

SPAR Wealth Management

SPAR WEALTH MANAGEMENT LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Multi Family Office

Year founded

2001

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Jonathan Spar

Founder & CEO

Frequently asked questions

Does SPAR participate in fund commitments or only direct deals?

SPAR does both. Public filings reference multiple pooled investment funds, including SPAR Growth Fund I and SPAR Private Opportunities Fund. These structures allow the firm to deploy capital into fund commitments, direct co-investments, and secondary transactions depending on the opportunity set.

Where does SPAR's client wealth mostly originate?

The firm's client base consists largely of technology entrepreneurs and finance professionals, many of whom experienced liquidity events at founder-led companies or at private-investment firms. SPAR has not publicly identified any single industry concentration beyond these two sectors.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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