Data / Investment advisers / Michigan / Spartan Wealth Management
Spartan Wealth Management, Bingham Farms, MI: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Spartan Wealth Management is an SEC registered investment adviser with its main office in Bingham Farms, Michigan and reports $1.5 billion in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331719
- SEC file number
- 801-131368
- SEC status
- Approved, effective October 28, 2024
- Legal name
- Spartan Wealth Advisory Services LLC
- Main office
- 32600 Telegraph Road Suite 200, Bingham Farms, MI 48025
- Phone
- (248) 297-6600
- Website
- spartanwealth.com
- Regulatory AUM
- $1,484,197,565 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $1,484,197,565
- Accounts
- 1,179
- Employees
- 31, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 13, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 352 | $1.24 billion |
| High net worth individuals | 813 | $224.1 million |
| Corporations or other businesses | 11 | $17.6 million |
| Pension and profit sharing plans | Fewer than 5 | $3.2 million |
| Charitable organizations | Fewer than 5 | $3.1 million |
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 |
|---|---|---|
| March 2, 2026 | $1.48 billion | February 13, 2026 |
| December 1, 2025 | $406.6 million | November 24, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Nemes Rush Group, LLC | Novi | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Bloom Advisors | Farmington Hills | $1.62 billion | Not listed | adviserinfo.sec.gov |
| LVM Capital Management LTD | Portage | $1.56 billion | Not listed | adviserinfo.sec.gov |
| Planning Alternatives LTD | Birmingham | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Robinson Capital Management, LLC | Grosse Pointe Farms | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Flexible Plan Investments LTD | Bloomfield Hills | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Spartan Wealth Management 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.