SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sparta Wealth Partners
Charlotte, NC
Total Solutions Enterprise LLC, CRD 318036
Firm filing updated August 4, 2026 ·
- $315.8MAssets
- 8Advisory staff
- 696Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals112
- Individuals78
- Corporations or other businesses16
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 78 | $30.4 million |
| High net worth individuals | 112 | $250.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $23.1 million |
| Charitable organizations | Fewer than 5 clients | $735,894 |
| Corporations or other businesses not listed above | 16 | $10.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$315.8 million
- Accounts696
- Discretionary$291.3 million · 656 accounts
- Non-discretionary$24.5 million · 40 accounts
People
- Employees8
- Advisory staff8
- Broker-dealer reps2
- Licensed insurance agents5
- Planning clients1 to 10
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Total Solutions Enterprise LLC SEC-registered investment advisor. CRD 318036, SEC file 801-123050.
- Registered with the SEC as an investment advisor (status date on record: January 20, 2022).
Is Sparta Wealth Partners a fiduciary?
Short answer: Sparta Wealth Partners is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.