Firm profile

Spartan Wealth Management

BINGHAM FARMS, MICRD 331719Registration Status: ApprovedEffective since October 28, 2024SEC # 801-131368Latest ADV May 13, 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 May 13, 2026, reports $1.5B in regulatory assets under management, 31 employees, 2 offices, and 1,179 accounts.

Assets Under Management
$1.5B
Employees
31
Offices
2 offices
Total Clients
1,176

Associated firm names

2 names listed
  • SPARTAN WEALTH ADVISORY SERVICES LLC
  • SPARTAN WEALTH MANAGEMENT

Leadership

3 roles identified
CEOE. Brian Mosallam
CCOJohn K. Dwyer
CIODerek P. Damian

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

BINGHAM FARMS, Michigan, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Michigan

BINGHAM FARMSPrimary office · BIRMINGHAM

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of May 13, 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.

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

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

Private Funds

Private funds reported by Spartan Wealth Management

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
SPARTAN WEALTH MANAGEMENT INC.Direct owner · Schedule AInterest in SPARTAN WEALTH MANAGEMENT
75%+
ANTHONY MONAIndirect owner · Schedule BInterest in ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002
75%+
ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002Indirect owner · Schedule BInterest in SPARTAN WEALTH MANAGEMENT INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Spartan Wealth Management.

Reported ownership and control details

Form ADV · Filing date 2026-05-13 · Schedules A and B

12 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1SPARTAN WEALTH MANAGEMENT INC.OWNERDomestic entitySPARTAN WEALTH MANAGEMENT75% or moreCode EYesOWNER04/2024Schedule APDF page 21
2E. Brian MosallamCHIEF EXECUTIVE OFFICERIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER04/2024Schedule APDF page 21
3ANTHONY MONAPRESIDENTIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesPRESIDENT04/2024Schedule APDF page 22
4STEVEN MICHAEL NOFARTREASURERIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesTREASURER04/2024Schedule APDF page 22
5JOSEPH ANDRE MANSOORVICE PRESIDENTIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesVICE PRESIDENT04/2024Schedule APDF page 22
6ALEXANDER LEE WAGNERVICE PRESIDENTIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesVICE PRESIDENT04/2024Schedule APDF page 22
7DEREK PETER DAMIANCHIEF INVESTMENT OFFICERIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesCHIEF INVESTMENT OFFICER04/2024Schedule APDF page 22
8JOHN KEITH DWYERCHIEF COMPLIANCE OFFICERIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NANoCHIEF COMPLIANCE OFFICER01/2025Schedule APDF page 22
9Nicole Marie YatesDIRECTOR OF OPERATIONSIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesDIRECTOR OF OPERATIONS08/2024Schedule APDF page 22
10Christian YaldoDIRECTOR OF FINANCEIndividualSPARTAN WEALTH MANAGEMENTLess than 5%Code NAYesDIRECTOR OF FINANCE08/2024Schedule APDF page 22
11ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002OWNERDomestic entitySPARTAN WEALTH MANAGEMENT INC.25% to less than 50%Code CYesOWNER01/2023Schedule BPDF page 22
12ANTHONY MONATRUSTEEIndividualANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 200275% or moreCode EYesTRUSTEE12/2002Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/13/2026 10:49:21 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.