Sparta Wealth Partners
Sparta Wealth Partners (CRD# 318036) is a financial advisory firm headquartered in , . They manage $219,470,000 in 374 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management219MILLION
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Total Number of Accounts374ACCOUNTS
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Average Account Value$586,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NC, SC
Andrew Burquest (CRD# 5428548) is an Investment Advisor Representative working at Sparta Wealth Partners in Waxhaw, NC and has over 16 years of experience in the finance industry.
David Thompson (CRD# 5120504) is an Investment Advisor Representative working at Sparta Wealth Partners in Charlotte, NC and has over 18 years of experience in the finance industry.
Lori Copeland (CRD# 6437019) is an Investment Advisor Representative working at Sparta Wealth Partners in Charlotte, NC and has over 2 years of experience in the finance industry.