SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
Legal name: SPARTAN PLANNING GROUP
CRD #166599 SEC #801-118622 GREENSBORO, NC 800-371-1292
SEC Registered
Total AUM
$345.1M
Discretionary
$167.2M
Employees
5
Clients
101
Accounts
962
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $345.1M | $167.2M | $177.9M | 5 | 1 |
| Mar 2025 | $345.1M | $167.2M | $177.9M | 5 | 1 |
| Mar 2025 | $345.1M | $167.2M | $177.9M | 5 | 1 |
| Oct 2024 | $279.7M | $132.5M | $147.2M | 5 | 1 |
| May 2024 | $279.7M | $132.5M | $147.2M | 5 | 1 |
| Apr 2024 | $279.7M | $132.5M | $147.2M | 7 | 1 |
| Mar 2024 | $279.7M | $132.5M | $147.2M | 7 | 1 |
| Mar 2023 | $256.8M | $112.1M | $144.7M | 6 | 1 |
| Mar 2023 | $256.8M | $112.1M | $144.7M | 6 | 1 |
| Mar 2022 | $248.9M | $125.2M | $123.7M | 6 | 0 |
| Sep 2021 | $182.9M | $106.9M | $75.9M | 7 | 0 |
| Mar 2021 | $182.9M | $106.9M | $75.9M | 7 | 0 |
| Nov 2020 | $132.2M | $82.8M | $49.4M | 8 | 0 |
| Jun 2020 | $132.2M | $82.8M | $49.4M | 8 | 0 |
| Mar 2020 | $132.2M | $82.8M | $49.4M | 8 | 0 |
DateNov 2025
Total AUM$345.1M
Discretionary$167.2M
Non-Disc.$177.9M
Employees5
Clients1
DateMar 2025
Total AUM$345.1M
Discretionary$167.2M
Non-Disc.$177.9M
Employees5
Clients1
DateMar 2025
Total AUM$345.1M
Discretionary$167.2M
Non-Disc.$177.9M
Employees5
Clients1
DateOct 2024
Total AUM$279.7M
Discretionary$132.5M
Non-Disc.$147.2M
Employees5
Clients1
DateMay 2024
Total AUM$279.7M
Discretionary$132.5M
Non-Disc.$147.2M
Employees5
Clients1
DateApr 2024
Total AUM$279.7M
Discretionary$132.5M
Non-Disc.$147.2M
Employees7
Clients1
DateMar 2024
Total AUM$279.7M
Discretionary$132.5M
Non-Disc.$147.2M
Employees7
Clients1
DateMar 2023
Total AUM$256.8M
Discretionary$112.1M
Non-Disc.$144.7M
Employees6
Clients1
DateMar 2023
Total AUM$256.8M
Discretionary$112.1M
Non-Disc.$144.7M
Employees6
Clients1
DateMar 2022
Total AUM$248.9M
Discretionary$125.2M
Non-Disc.$123.7M
Employees6
Clients0
DateSep 2021
Total AUM$182.9M
Discretionary$106.9M
Non-Disc.$75.9M
Employees7
Clients0
DateMar 2021
Total AUM$182.9M
Discretionary$106.9M
Non-Disc.$75.9M
Employees7
Clients0
DateNov 2020
Total AUM$132.2M
Discretionary$82.8M
Non-Disc.$49.4M
Employees8
Clients0
DateJun 2020
Total AUM$132.2M
Discretionary$82.8M
Non-Disc.$49.4M
Employees8
Clients0
DateMar 2020
Total AUM$132.2M
Discretionary$82.8M
Non-Disc.$49.4M
Employees8
Clients0