Data / Investment advisers / North Carolina / Sparta Wealth Partners
Sparta Wealth Partners, Charlotte, NC: $316 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sparta Wealth Partners is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $316 million in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Sparta Wealth Partners (CRD number 318036): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318036
- SEC file number
- 801-123050
- SEC status
- Approved, effective January 20, 2022
- Legal name
- Total Solutions Enterprise LLC
- Main office
- 4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211
- Phone
- (704) 575-1148
- Regulatory AUM
- $315,814,477 in the Form ADV filed August 4, 2026
- Discretionary AUM
- $291,315,582
- Non discretionary AUM
- $24,498,895
- Accounts
- 696
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- August 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $250.9 million |
| Individuals (other than high net worth individuals) | 78 | $30.4 million |
| Pension and profit sharing plans | 7 | $23.1 million |
| Corporations or other businesses | 16 | $10.6 million |
| Charitable organizations | 2 | $735,894 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $315.8 million | July 8, 2026 |
| April 1, 2026 | $305 million | March 31, 2026 |
| December 1, 2025 | $265.4 million | July 28, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Garden City Management, LLC | Charlotte | $343.8 million | 3 | adviserinfo.sec.gov |
| Reichard Capital, LLC | Charlotte | $341 million | Not listed | adviserinfo.sec.gov |
| Insight Folios | Charlotte | $331.3 million | Not listed | adviserinfo.sec.gov |
| WSC & Company, LLC | Charlotte | $320.4 million | 4 | adviserinfo.sec.gov |
| Gibert Wealth Management | Charlotte | $316 million | Not listed | adviserinfo.sec.gov |
| Lyon Wealth Advisors | Charlotte | $311.4 million | Not listed | adviserinfo.sec.gov |
| WMS Advisors, LLC | Charlotte | $280.9 million | Not listed | adviserinfo.sec.gov |
| Worth Advisors | Charlotte | $280.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sparta Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.