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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2022
- Office Locations
- 2
Office Locations
About Sparta Wealth Partners
Sparta Wealth Partners is a multi-family office and financial advisory firm providing wealth advisory, investment management, and financial planning for value-focused individuals, families, and businesses—from early-stage entrepreneurs to multigenerational families. The firm stresses a holistic, coordinated approach with strategic partners and technology, and typically implements diversified allocations using ETFs and fixed income; custody includes Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DAVID BLAIR THOMPSON
Chief Compliance Officer, President
- CRD
- #5120504
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Joseph Bear Bogdan
Advisor
- CRD
- #7612090
Ori Elyse Boucvalt
Investment Analyst & Advisor
- CRD
- #8127207
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,315,582 | $359,477 |
| Non-Discretionary | $24,498,895 | $882,353 |
| Total | $315,814,477 | $381,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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