Spartan Wealth Management

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

7,940

Total plan assets

$731.8M

Filings (rows)

Direct comp

$17K

Indirect comp

Showing only "SPARTAN WEALTH MANAGEMENT"

View all 2 variants aggregated →

SPARTAN WEALTH MANAGEMENT1 SPARTAN WEALTH ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Principal Life Insurance Company Thrivewise Pooled Employer Plan · all filings	DES MOINES, IA	Advisor / Consultant	7,940	$731.8M	$17K	$6