Dakota
Dakota
Book a Demo
Talk to an Expert

Sparta Wealth Partners

EST. AUM
$315,814,477

CONTACTS
2

CLIENT ACCOUNTS
696

Firm Details

Metro area Charlotte
CRD Number 318036
Website spartawp.com
Client types

Overview

Sparta Wealth Partners is a private client and multi-family office firm located in Charlotte, NC. They prioritize their clients' interests and offer services in assets, banking, estate and succession planning, insurance, tax efficiency, and retirement planning. The firm provides impartial advice, collaborates with various experts, and offers fee-based planning services. Their team comprises wealth management advisors with diverse financial experience and specialists in alternatives, real estate, and hedging strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy