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Spartan Wealth Solutions
Spartan Wealth Solutions LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...
Spartan Wealth Solutions
Spartan Wealth Solutions LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Southfield
Corporate office
Southfield, MI, United States
Sector focus
Frequently asked questions
Is Spartan Wealth Solutions a single-family office or does it serve multiple families?
Public records and the firm's naming suggest it operates as a multi-family office through an RIA structure, serving multiple clients rather than a single family. It has not disclosed a dedicated single-family mandate.
Who runs investment decisions at Spartan Wealth Solutions?
The firm does not publicly name its principals or investment committee. Regulatory filings may list a president or chief compliance officer, but no named individuals appear in public sources.
Where does the underlying wealth come from?
The origin of client wealth is not disclosed. Spartan Wealth Solutions likely serves families with capital accumulated from business ownership, professional careers, or inheritance, but no public information ties it to a specific industry or fortune.
Does Spartan Wealth Solutions do direct investing or private deals?
Based on its RIA registration and lack of private investment disclosures, the firm is primarily an advisory manager. It likely allocates client assets to third-party funds and public securities, not direct deals or venture-stage companies.
What investment stages does Spartan Wealth Solutions typically target?
Public data does not indicate any focus on private equity stages. The firm's model is more consistent with liquid asset management and financial planning for long-term client needs.
How is Spartan Wealth Solutions structured?
It is structured as a limited liability company (LLC) registered as an RIA with the SEC or state regulator. This allows it to serve multiple clients under a fiduciary standard, distinct from a family office structure exempt from registration.
Does Spartan Wealth Solutions maintain philanthropic structures?
No public records connect the firm to a foundation or charitable arm. It does not appear to operate donor-advised funds or a separate philanthropic entity.
Profile maintained by Altss 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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