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Sparta Wealth Partners

Multifamily office listing in Charlotte, North Carolina, United States.

  • SEC-registered
Regulatory AUM
$316 million
Employees
8
Clients
1-10
SEC CRD
318036

Multi-family office and financial advisory firm offering coordinated wealth, investment, and planning support.1

Overview

Sparta Wealth Partners describes itself as a multi-family office and financial advisory firm providing wealth advisory, investment management, and financial planning. It serves successful individuals, business owners, and families seeking a coordinated advisory team without establishing a single-family office.12

Leadership

Blair Thompson is President and Partner Advisor. The advisory team includes Lori Copeland, Matthew Novak, and TJ Randt II as Senior Advisors; Jamie Esler and Joe Bogdan as Advisors; Ori Boucvalt as Investment Analyst and Advisor; Rebecca Stoner as Operations Manager and Advisor; and Kristen Kestel as Operations Specialist.3

Services

Sparta designs, coordinates, and executes custom financial plans through tailored engagement models and transparent compensation structures. Its stated service focus includes wealth management, investment management, financial planning, alternative assets, private markets, risk management, and asset-protection planning.2

The firm also supports corporate retirement plans, including 401(k), cash-balance, defined-benefit, and pension plans.4

What the firm offers

  • Investment management
  • Financial planning
  • Trust and fiduciary
  • Risk and insurance
  • Business owner services
  • Private and alternative investments
  • Retirement planning

Client Focus

Sparta says its client base includes entrepreneurs, established business owners, family businesses, military service members, athletes, highly compensated professionals, and multigenerational families.5

Client work can address retirement and income strategies, wealth acceleration, generational planning, estate and legacy planning, business succession, valuation, executive compensation, and retirement-plan investment management.5

Approach

Sparta reports an investment approach that is agnostic to manager selection and strategies, combining internal and external resources around each client’s goals. The firm identifies fiduciary responsibility, access, transparency, integrity, innovation, and client benefits as core values.32

Registration

Sparta Wealth Partners states that it is a SEC-registered investment adviser.6

By the numbers

Regulatory AUM by year$0K$87M$174M$261M$347M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 318036. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2022$101 million$101 million$0
2023$194 million$194 million$0
2025$265 million$265 million$0
2026$316 million$291 million$24 million
Average AUM per client by year$0K$535K$1M$2M$2M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 318036. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2022$2 million
2023$1 million
2025$1 million
2026$1 million
Clients by type (2026)High net worth individuals112Individuals78Corporations16Pension plans7Charities2
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 318036. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals78
High net worth individuals112
Pension plans7
Charities2
Corporations16
Employees by year024792022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 318036. As of .
Employees reported on Form ADV
YearEmployees
20223
20232
20255
20268

Ranks #8 of 9 SEC-registered firms in NC on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 318036. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Sparta Wealth Partners serve?

The firm serves successful individuals, business owners, entrepreneurs, families, family businesses, military service members, athletes, highly compensated professionals, and multigenerational families.25

What services does Sparta Wealth Partners provide?

Its services include wealth management, investment management, financial planning, alternative assets, private markets, risk management, asset-protection planning, and corporate retirement-plan support.24

Does Sparta Wealth Partners provide retirement and business-planning support?

Yes. Its client work includes retirement and income strategies, business succession, valuation, executive compensation, estate and legacy planning, and retirement-plan investment management.5

  • LocationMultifamily offices in Charlotte

    This Charlotte resource helps families compare local multi-family office options and the services they may provide. It gives a reader considering Sparta Wealth Partners a way to frame questions about investment management, financial planning, trust support, insurance, and private investments for a family or business based in the region.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com offers directories and practical playbooks for family-owned companies. Business owners considering Sparta Wealth Partners can use it to identify planning questions around succession, ownership decisions, retirement, risk, and the relationship between business needs and household wealth.

  • GuideMFO vs SFO vs virtual family office

    This comparison explains how multi-family offices differ from single-family offices and virtual models. A family considering Sparta Wealth Partners can use the distinctions to discuss privacy, service scope, staffing, technology, and whether coordinated investment, planning, fiduciary, and business owner support fit their circumstances.

  • GuideMultifamily office fees

    This fee guide helps readers prepare for conversations about how multi-family office services may be priced. When reviewing Sparta Wealth Partners, families and business owners can ask how costs relate to investment management, planning, fiduciary work, insurance advice, alternative investments, and retirement support.

  • Similar firmsColony Family Offices
    Timonier Family Office, Ltd.
    Epic Capital Wealth Management [A]

    Profiles for Colony Family Offices, Timonier Family Office, Ltd., and Epic Capital Wealth Management give readers additional firms to review on this site. Comparing their stated services and client focus with Sparta Wealth Partners can help a family or business owner prepare focused questions before requesting an advisory conversation.

Sources

  1. Sparta Wealth Partners
  2. Sparta Wealth Partners Services
  3. About Sparta Wealth Partners
  4. Sparta Wealth Partners Corporate Services
  5. Sparta Wealth Partners Our Clients
  6. SEC Investment Adviser Public Disclosure

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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