SPARTAN WEALTH ADVISORY SERVICES LLC

CRD

331719

SEC file #

801-131368

EIN

993034979

DBA names

Spartan Wealth Management

Economics

AUM

$1.48B

AUM band

$1B+

AUM trajectory

'25 · $406.6M

'26 · $1.48B

'25'26

$406.6M → $1.48B▲ +265%

sec adv history

Client mix

Individuals High Net Worth	813
Individuals Other	352
Corporations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 15 advisors

'26 · 19 advisors

'25'26

15 advisors → 19 advisors▲ +27%

sec adv history

Primary office

BINGHAM FARMS MI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/25/2026

ADV-W filed at

—

Website

spartanwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SPARTAN WEALTH MANAGEMENT INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SPARTAN WEALTH MANAGEMENT INC.

DAMIAN, DEREK, PETER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SPARTANWEALTH.COM

Rdap Domain Creation Date

2012-12-07T19:47:24Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002075193

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-10

Edgar Last Filing Date

2026-05-06

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-06

Accession0001765380-26-000177

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5495

Soi Zip Pct 200k Plus

0.3262

Soi Zip Returns 200k Plus

2,440

Soi Zip Total AGI

2,047,289

Fdic Zip Total Deposits

10,814,909,000

Fdic Zip Branch Count

198

Fdic Zip Top Banks

Comerica Bank

Main Street Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Lpl Financial	2

adv brochure

Edgar Addresses

Mailing

32600 TELEGRAPH RDSUITE 200BINGHAM FARMS, MI 48025

Business

32600 TELEGRAPH RDSUITE 200BINGHAM FARMS, MI 48025

Edgar EIN

993034979

Edgar Recent Filings

13F-HR2026-05-06 · 0001765380-26-000177

13F-NT2026-02-10 · 0002075193-26-000001

Fdic Zip Branches Raw

Fidelity BankBirmingham, MI

Fidelity BankBingham Farms, MI

Fdic Zip HHI

1231.46

Fdic Zip Top Bank Share Pct

26.86

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-07T19:47:24Z

Rdap Domain Last Changed

2025-12-08T14:21:09Z

Rdap Nameservers

Ns65.domaincontrol.comNs66.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	14,000
Returns	1,470

Stub 2

AGI	25,478
Returns	690

Stub 3

AGI	39,243
Returns	630

Soi Zip Total Business Income

81,486

Soi Zip Total Cap Gains

257,501

Soi Zip Total Dividends

92,375

Soi Zip Total Returns

7,480

Trust Company Affiliate

People (23)

WAGNER, ALEXANDER, LEE

5859258

DAMIAN, DEREK, PETER

6177923

MANSOOR, JOSEPH, ANDRE

5765582

Mosallam, E. Brian

2838290

MONA, ANTHONY

3013527

NOFAR, STEVEN, MICHAEL