Spartan Wealth Management LLC Employee Directory

Financial ServicesTexas, United States0-1 Employees

Spartan Wealth Management LLC operates in the financial services sector, focusing on wealth management for a select group of highly successful individuals and business owners. The firm follows a five-stage consultative process to determine clients’ current position, desired outcomes, and the gaps that need to be filled. Securities are offered through Kestra Investment Services LLC and investment advisory services through Kestra Advisory Services LLC, with Spartan Wealth Management LLC not affiliated with either Kestra entity.

Based in Sugar Land, Texas, the firm serves a discreet client base in the region. Its aim is to help clients manage financial concerns by aligning strategies with their goals through its structured process. Within the financial services landscape, Spartan positions itself as an independent wealth management practice, relying on Kestra Investment Services LLC and Kestra Advisory Services LLC for its securities and advisory services, and it notes that securities offerings are limited to residents of AL, AZ, CA, CO, DE, FL, LA, NY, OK and TX.

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