Insights

Rich Client Base With over 100 years of expertise and a personalized approach, Spartan Wealth Management serves high-net-worth individuals seeking tailored financial strategies, presenting opportunities to promote premium financial planning solutions and exclusive investment products.

Growth Potential Operating with a mid-sized team of 11-50 employees and revenue estimated between 25M and 50M, the firm is positioned for strategic expansion, especially through adding advanced technology solutions or diversifying service offerings to attract more affluent clients.

Tech-Driven Approach Utilizing a modern tech stack including Google Cloud, Microsoft 365, and automation tools like Google Tag Manager, the company emphasizes digital engagement and efficiency, creating upsell opportunities for cybersecurity, cloud-based solutions, and client engagement platforms.

Sustainable Focus While not explicitly detailed, Spartan Wealth Management’s emphasis on customized, secure strategies during economic uncertainty suggests potential receptiveness to services in sustainable investing, ESG solutions, or financial products aligned with responsible investing trends.

Partnership & Guidance The firm’s commitment to lifelong partnerships and educational client engagement indicates opportunities to introduce advanced financial education tools, personalized advisory platforms, or client relationship management solutions to deepen customer loyalty and streamline communication.

Spartan Wealth Management Tech Stack

Spartan Wealth Management uses 8 technology products and services including Site Kit, Hotjar, Open Graph, and more. Explore Spartan Wealth Management's tech stack below.

  • Site Kit
    Analytics
  • Hotjar
    Analytics
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • Google Cloud
    Infrastructure As A Service
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Autoptimize
    Web Platform Extensions

Media & News

Spartan Wealth Management's Email Address Formats

Spartan Wealth Management uses at least 1 format(s):
Spartan Wealth Management Email FormatsExamplePercentage
First.Last@spartanwealth.comJohn.Doe@spartanwealth.com
32%
First@spartanwealth.comJohn@spartanwealth.com
18%
First.Last@spartanwealth.comJohn.Doe@spartanwealth.com
32%
First@spartanwealth.comJohn@spartanwealth.com
18%

Frequently Asked Questions

Where is Spartan Wealth Management's headquarters located?

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Spartan Wealth Management's main headquarters is located at 32600 Telegraph Road, Suite 200. The company has employees across 1 continents, including North America.

What is Spartan Wealth Management's official website and social media links?

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Spartan Wealth Management's official website is spartanwealth.com and has social profiles on LinkedIn.

What is Spartan Wealth Management's NAICS code?

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Spartan Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Spartan Wealth Management have currently?

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As of December 2025, Spartan Wealth Management has approximately 29 employees across 1 continents, including North America. Key team members include Ceo, Managing Partner: B. M.Chief Sales Officer (cso): B. C.Chief Investment Officer: D. D.. Explore Spartan Wealth Management's employee directory with LeadIQ.

What industry does Spartan Wealth Management belong to?

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Spartan Wealth Management operates in the Financial Services industry.

What technology does Spartan Wealth Management use?

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Spartan Wealth Management's tech stack includes Site KitHotjarOpen GraphMicrosoft 365Google CloudCloudflare Bot ManagementGoogle Tag ManagerAutoptimize.

What is Spartan Wealth Management's email format?

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Spartan Wealth Management's email format typically follows the pattern of First.Last@spartanwealth.com. Find more Spartan Wealth Management email formats with LeadIQ.

When was Spartan Wealth Management founded?

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Spartan Wealth Management was founded in 2018.

Spartan Wealth Management

Financial ServicesMichigan, United States11-50 Employees

We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. 

With over 100 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to help guide your journey to financial success and stability. 

We are Financial Advisors who invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients. 
Securities offered through Cadaret Grant & Co. Inc. a Member FINRA/SIPC. Advisory Services offered through Spartan Wealth Advisory Services LLC, a Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Spartan Wealth Management, Spartan Advisory Services LLC and Cadaret Grant & Co. Inc. are separate entities.
 
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.
 
Cadaret, Grant & Co., Inc. representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.

Section iconCompany Overview

Headquarters
32600 Telegraph Road, Suite 200
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Spartan Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Spartan Wealth Management's revenue is estimated to be in the range of $25M$50M

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