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).

Current Firm Details
https://www.linkedin.com/company/68279081
By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $586,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC

Financial Advisors at Sparta Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Burquest, financial advisor Waxhaw NC
Andrew Burquest
CRD#: 5428548
Waxhaw, NC

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.

2
David Thompson, financial advisor Charlotte NC
David B. Thompson
CRD#: 5120504
Charlotte, NC

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.

3
Lori Copeland, financial advisor Charlotte NC
Lori F. Copeland
CRD#: 6437019
Charlotte, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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