Spartan Wealth Advisory

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

9,118

Total plan assets

$259.7M

Filings (rows)

Direct comp

$93K

Indirect comp

Showing only "SPARTAN WEALTH ADVISORY"

View all 2 variants aggregated →

SPARTAN WEALTH MANAGEMENT1 SPARTAN WEALTH ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Wholesale Mortgage, LLC United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · all filings	PONTIAC, MI	Advisor / Consultant	9,118	$259.7M	$93K	$0