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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANGLEY, BRANDON, SCOTT | I | N/A | NA | |
| LANGLEY, BRANDON, SCOTT | I | N/A | NA | |
| LANGLEY, BRANDON, SCOTT | I | N/A | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| LANGLEY, BRANDON, SCOTT | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| Lillard, David, Lee | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | N/A | NA | |
| ROBINSON, JONATHAN, DAVID | I | N/A | NA | |
| ROBINSON, JONATHAN, DAVID | I | N/A | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| ROBINSON, JONATHAN, DAVID | I | PASSIVE OWNER | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| Warren, Eric, J | I | ADVISOR | NA | |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHILDS, DAVID | I | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| ROSS, IRA, N | I | SENIOR ADVISOR | B | |
| STEVENS, BLAISE | I | MANAGER | A | |
| STEVENS, BLAISE | I | MANAGER | A | |
| STEVENS, BLAISE | I | MANAGER | A | |
| STEVENS, BLAISE | I | PARTNER/ADVISOR | A |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (2)
GA NC
Address
1931 NEW GARDEN RD, STE 220GREENSBORO, NC 27410
United States
Phone: 800-371-1292