SPARTAN WEALTH ADVISORY SERVICES LLC
Legal name: SPARTAN WEALTH MANAGEMENT
CRD #331719 SEC #801-131368 BINGHAM FARMS, MI 248-297-6600
SEC Registered
Total AUM
$406.6M
Discretionary
$406.6M
Employees
26
Clients
0
Accounts
946
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAMIAN, DEREK, PETER | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAMIAN, DEREK, PETER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MANSOOR, JOSEPH, ANDRE | I | VICE PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| MONA, ANTHONY | I | PRESIDENT | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Mosallam, E. Brian | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| NOFAR, STEVEN, MICHAEL | I | TREASURER | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| WAGNER, ALEXANDER, LEE | I | VICE PRESIDENT | NA | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
| SPARTAN WEALTH MANAGEMENT INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MONA, ANTHONY | I | ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002 | E | Control |
| ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002 | DE | SPARTAN WEALTH MANAGEMENT INC. | C | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (10)
CA CO FL GA IL MI NC NY OH TX
Address
32600 TELEGRAPH ROADSUITE 200
BINGHAM FARMS, MI 48025
United States
Phone: 248-297-6600