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Spartan Wealth Management

EST. AUM
$1,484,197,565

CONTACTS
4

CLIENT ACCOUNTS
1,179

Firm Details

Metro area Detroit
CRD Number 331719
Website spartanwealth.com
Client types

Overview

Acquired 360 Wealth Management Group, a former UBS team, in August 2022 Spartan Wealth Management is a boutique financial advisory firm based in Birmingham, Michigan, dedicated to providing tailored wealth management services to individuals, families, and businesses. The firm focuses on helping clients achieve financial security and long-term success through personalized financial planning and investment strategies. With over 25 years of experience in the financial industry, Spartan Wealth Management prides itself on building lasting relationships with clients, offering guidance and support at every stage of their financial journey. The firm’s approach is deeply client-centric, emphasizing the importance of understanding each client’s unique needs and goals to craft strategies that foster financial confidence and freedom.

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Address

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

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