Matthew A Novak
Investment adviser representative at Sparta Wealth Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$315.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sparta Wealth PartnersApr 2025 to now
- Realta Equities, Inc.Apr 2025 to now
- Realta Investment Advisors, Inc.Apr 2025 to Apr 2025
- International Assets Advisory, LLCJun 2018 to Apr 2025
- International Assets Investment Management, LLCJun 2018 to Apr 2025
- Morgan StanleyDec 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Sparta Wealth Partners
Legal name: Total Solutions Enterprise LLC
$315.8MAssets managed
215Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6015880
- Firm CRD
- 318036