BINGHAM FARMS, MICRD 331719Latest ADV March 25, 2026
Spartan Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bingham Farms, MI. Its latest Form ADV filing, dated March 25, 2026, reports $1.5B in regulatory assets under management, 31 employees, 1 office, and 1,179 accounts.
Assets Under Management
$1.5B
Employees
31
Offices
1 office
Total Clients
1,176
Primary office
BINGHAM FARMS, MI
32600 TELEGRAPH ROAD, SUITE 200, BINGHAM FARMS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
813
2
Individuals
29.9%
352
3
Corporations
0.9%
11
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 25, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts1,179
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee38:1
10Y Employee Change+10 (+47.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.