Spartan Wealth Advisory Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Spartan Wealth Advisory Services reports 1,176 clients. They include 813 high-net-worth individuals, 352 individual clients, and 11 corporations and other businesses. Of its assets, 100.0% ($1.48B across 1,179 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 83% |
| High-net-worth individuals | 69% | 15% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 352 | $1.24B | 83.3% | $3.51M |
| High-net-worth individuals | 813 | $224M | 15.1% | $276K |
| Pension and profit-sharing plans | Fewer than 5 | $3.23M | 0.2% | — |
| Charitable organizations | Fewer than 5 | $3.09M | 0.2% | — |
| Corporations and other businesses | 11 | $17.6M | 1.2% | $1.6M |
| Total | 1,176 | $1.48B | 100% | — |
- Clients
- 352
- Regulatory AUM
- $1.24B
- AUM share
- 83.3%
- Avg. per client
- $3.51M
- Clients
- 813
- Regulatory AUM
- $224M
- AUM share
- 15.1%
- Avg. per client
- $276K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.23M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.09M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 11
- Regulatory AUM
- $17.6M
- AUM share
- 1.2%
- Avg. per client
- $1.6M
Total
- Clients
- 1,176
- Regulatory AUM
- $1.48B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Spartan Wealth Advisory Services charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fee ranging from $5,000 to $50,000 for planning and consulting only, or an hourly rate up to $500, as set out in the planning agreement.
- Retirement Plan Advisory Services
- Annual asset-based fee of up to 1.50%, billed monthly or quarterly in advance or arrears per the retirement plan agreement.
Spartan Wealth Management Inc. owns 75% or more of Spartan Wealth Advisory Services and is in turn owned by Anthony S. Mona Living Trust Dated December 10 2002 (25–50%). The leadership team of Spartan Wealth Advisory Services includes President Joseph Mansoor, Chief Investment Officer Derek Damian and Chief Compliance Officer John Dwyer. It has 31 employees, 19 of them in advisory roles.
Leadership
- Joseph MansoorVice President
- Anthony MonaPresident
- Alexander WagnerVice President
- John DwyerChief Compliance Officer
- Derek DamianChief Investment Officer
- E. Brian MosallamChief
- Steven NofarTreasurer
- Christian YaldoDirector of Finance
- Nicole YatesDirector of Operations
Investment adviser representatives
21 representatives listed in the SEC register as of 9 October 2026.
- Derek Peter Damian
- Connor P Holton
- Kathryn J Jay
- Nicholas Kallabat
- Farah Kobeissi-Nasser
- Anthony P. Mansoor
- Joseph Andre Mansoor
- Amar Mohamad Mashhour
- Anthony Mona
- Avery Anthony Mona
- E. Brian Mosallam
- Steven Michael Nofar
- Jeff Ryan Osaer
- Adam Saghir
- Ryan Phillip Sitto
- Jack James Skrzycki
- Adam Jeffrey Smith
- Zakerie Thompson
- Alexander Lee Wagner
- Ariel Gerald Wagner
- Kyle Scott Worthy
Staff
- 31 employees
- 19 in advisory functions
- 19 state-registered reps
- 19 broker-dealer reps
- 15 insurance agents
- 3 soliciting firms
- Owns 75% or more of Spartan Wealth Advisory Services LLC
Spartan Wealth Management Inc.
Control person · since April 2024
- Owns 25% to 50% of Spartan Wealth Management Inc.
Anthony S. Mona Living Trust Dated December 10 2002
Control person · since January 2023
- Owns 75% or more of Anthony S. Mona Living Trust Dated December 10 2002
Anthony Mona
Control person · since December 2002
Spartan Wealth Advisory Services’ regulatory assets grew 3.7× from $407M (July 2025) to $1.48B (May 2026); clients rose from 311 to 1,176 and employees from 26 to 31. In 2022, 360 Wealth Management Group (Joseph Mansoor and Anthony Mona team, Farmington Hills, MI) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.48B | 1,176 | 31 | 2 |
| July 2025 | $407M | 311 | 26 | 2 |
Firms that joined
20221 joined
- 360 Wealth Management Group (Joseph Mansoor and Anthony Mona team, Farmington Hills, MI)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Spartan Wealth Advisory Services has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 32600 Telegraph Road, Suite 200, Bingham FarmsHQ
- 154 S Old Woodward Ave, Birmingham
Contact and registration details
- Legal name
- Spartan Wealth Advisory Services LLC
- Headquarters
- 32600 Telegraph Road, Suite 200, Bingham Farms, MI 48025
- Website
- spartanwealth.com
- Phone
- 248-297-6600
- @spartan-wealth-management
- SEC file
- 801-131368
- Founded
- 2024
- Structure
- Michigan LLC
- Fiscal year end
- December
Spartan Wealth Advisory Services uses Charles Schwab ($1.48B) as custodian for its separately managed accounts. Spartan Wealth Advisory Services has custody of $222M in client assets for 596 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.48B100%
At year end, Spartan Wealth Advisory Services’ separately managed accounts were mostly in stocks (51%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.22B across 320 positions; the largest are Alphabet Inc. (5.5%), Apple Inc. (4.8%) and Nvidia Corporation (4.1%).
What the accounts hold
- Stocks51%
- Funds42%
- Bonds6%
- Cash1%
Reported 13F holdings
- $1.22B
- Reported 13F value
- 320
- Positions
- 32.8%
- In the 10 largest
- +6.7%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A5.5%
- Apple Inc.4.8%
- Nvidia Corporation4.1%
- Amazon Com Inc.3.9%
- Microsoft Corp.3.0%
- Meta Platforms Inc. · CL A2.8%
- iShares TR · 0-3 Mth Treasury2.5%
- Micron Technology Inc.2.4%
- Crowdstrike Hldgs Inc. · CL A2.0%
- J P Morgan Exchange Traded F · Flexi Debt ETF1.8%
Together, the ten largest are 32.8% of reported value.
How many clients does Spartan Wealth Advisory Services have?
Spartan Wealth Advisory Services has 1,176 clients and manages $1.48 billion for them, as of May 2026. They include 813 high-net-worth individuals, 352 individual clients, and 11 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Spartan Wealth Advisory Services offer?
Spartan Wealth Advisory Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Spartan Wealth Advisory Services charge?
Spartan Wealth Advisory Services charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: SPARTAN WEALTH MANAGEMENT DISCLOSURE BROCHURE, filed 13 May 2026
Which custodians does Spartan Wealth Advisory Services use?
Spartan Wealth Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.48B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Spartan Wealth Advisory Services have?
Spartan Wealth Advisory Services has 19 investment adviser representatives registered with state securities authorities, out of 31 employees, and 19 perform investment advisory functions. 19 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Spartan Wealth Advisory Services invest in?
At the end of its last fiscal year, Spartan Wealth Advisory Services’ separately managed accounts held 51% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Spartan Wealth Advisory Services?
Spartan Wealth Advisory Services is owned through a chain of holding companies by Anthony Mona. Its direct owner is Spartan Wealth Management Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Spartan Wealth Advisory Services get paid?
Spartan Wealth Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Spartan Wealth Advisory Services?
Spartan Wealth Advisory Services’ main office is at 32600 Telegraph Road, Suite 200, Bingham Farms, MI 48025. Its phone number is 248-297-6600. Its website is spartanwealth.com.