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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 4
Office Locations
About Spartan Wealth Management
Spartan Wealth Management is a Michigan-based SEC-registered RIA serving individuals, families, and business owners with financial planning, retirement/IRA guidance, corporate 401(k) plan design, insurance and estate planning, and employee benefit consulting, plus M&A/buy-sell support. Portfolios center on risk-based asset allocation, often implemented with ETFs and mutual funds, with client access via Orion and custody through Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK PETER DAMIAN
Chief Investment Officer
- CRD
- #6177923
- Ownership
- Less than 5%
JOHN KEITH DWYER
Chief Compliance Officer
- CRD
- #2551964
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Connor P Holton
Financial Advisor
- CRD
- #7536691
NICHOLAS KALLABAT
Financial Advisor
- CRD
- #7394426
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,484,197,565 | $1,258,861 |
| Non-Discretionary | $0 | -- |
| Total | $1,484,197,565 | $1,258,861 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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