A complete list of active advisors currently associated with Sparta Wealth Partners

Warmer can help you find a great advisor at Sparta Wealth Partners or one who fits your needs even better.

Sparta Wealth Partners serves a mix of individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and retainer consulting, and also works with institutional-type relationships including pension plans and corporate entities. The firm reports additional institutional business that is atypical for peers — including engagements with banking or thrift institutions, insurance companies, other investment advisers, state and municipal clients, and, in limited instances, sovereign‑wealth type clients. The firm typically implements an Investment Policy Statement for each account and provides discretionary portfolio management alongside financial planning and held‑away account management through a third‑party platform. Sparta combines fundamental and technical analysis, employs both long‑ and short‑term trading, and offers a long/short strategy managed with a sub‑advisor that is compensated in part via performance‑based fees (with side‑by‑side safeguards such as high‑water‑mark provisions). Noteworthy aspects relative to peers include a mid‑sized advisory team structure (eight advisors managing roughly $305 million) with several advisers maintaining broker‑dealer registrations and insurance licenses, and the firm’s practice of recommending third‑party managers and third‑party lending solutions (e.g., securities‑backed lines of credit). The firm’s regulatory disclosures include a recent FINRA acceptance, waiver and consent involving a supervised person, a point that the brochure documents and that prospective clients commonly review when assessing firms with otherwise similar service offerings.

To learn more about the advisors currently working at Sparta Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.