SPARTA Wealth Partners

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

4500 Cameron Valley Pkwy Ste 130, Charlo...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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1

About SPARTA Wealth Partners

Sparta Wealth Partners is a multi-family office and financial advisory firm that provides sophisticated wealth advisory, investment management, and financial planning services. The firm caters to value-focused individuals, families, and businesses seeking a comprehensive and disciplined approach to financial management. With a holistic and coordinated strategy, Sparta partners with both early-stage entrepreneurs and established multi-generational families. Their commitment to transparency, collaboration, and opportunity reflects their dedication to serving clients as personal advocates in their financial and life pursuits.Explore more
SPARTA Wealth Partners's Social MediaPopular SearchesSparta Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

SPARTA Wealth Partners Org Chart

PhoneEmail
NO
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Advisor Head of Financial Planning

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LC
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Senior Advisor & Director, Operations

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JK
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Investment Advisor

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TR
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Senior Advisor

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OB
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Investment Analyst & Advisor

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DM
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Financial Planning Coordinator & Advisor

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TR
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Senior Independent Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SPARTA Wealth Partners

<$5M
11-50
Private
-
2020
NO
Nick O'KellyAdvisor Head of Financial Planning
$16M
11-50
Private
<$5M
1983
$5.1M
1-10
Private
-
2011
N/A
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
11-50
Private
<$5M
2013
MB
Michael BakerChief Operating Officer
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SPARTA Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SPARTA Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SPARTA Wealth Partners.

SPARTA Wealth Partners Tech Stack

A closer look at the technologies used by SPARTA Wealth Partners

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Frequently Asked Questions Regarding SPARTA Wealth Partners

What is SPARTA Wealth Partners's official website?
SPARTA Wealth Partners's official website is www.spartawp.com
What is SPARTA Wealth Partners's Revenue?
SPARTA Wealth Partners's revenue is <$5 Million
What is SPARTA Wealth Partners's SIC code?
SPARTA Wealth Partners's SIC: 62,628
What is SPARTA Wealth Partners's NAICS code?
SPARTA Wealth Partners's NAICS: 52,523
How many employees does SPARTA Wealth Partners have?
SPARTA Wealth Partners has 11-50 employees
What industry does SPARTA Wealth Partners belong to?
SPARTA Wealth Partners is in the industry of: Finance, Securities Trading
What is SPARTA Wealth Partners competition?
SPARTA Wealth Partners top competitors include: Ratcliff Financial Services, Burnette Financial Planning, M & E Catalyst Group, Aspen Wealth Management
What technology does SPARTA Wealth Partners use?
Some of the popular technologies that SPARTA Wealth Partners uses are: WordPress.org, Sentry, Google Cloud Web Serving, Google Cloud Platform
What does SPARTA Wealth Partners do?

Sparta Wealth Partners is a multi-family office and financial advisory firm that provides sophisticated wealth advisory, investment management, and financial planning services. The firm caters to value-focused individuals, families, and businesses seeking a comprehensive and disciplined approach to financial management. With a holistic and coordina... ted strategy, Sparta partners with both early-stage entrepreneurs and established multi-generational families. Their commitment to transparency, collaboration, and opportunity reflects their dedication to serving clients as personal advocates in their financial and life pursuits.Read More

What are SPARTA Wealth Partners social media links?
SPARTA Wealth Partners Linkedin page
Is SPARTA Wealth Partners a public company?
SPARTA Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about SPARTA Wealth Partners

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