Spartan Wealth Management

Financial Services • Sugar Land, Texas, United States • 1-10 Employees

Company overview

Headquarters	6530 Greatwood Pkwy, Ste A, Sugar Land, Texas 77479, US
Phone number	+18773092161
Website	spartanwm.com
NAICS	52
SIC	874
Keywords	Wealth Management, Relationship Management, Advanced Planning
Founded	2008
Employees	1-10
Socials

Key Contact at Spartan Wealth Management

Keith Borgfeldt

President/Founder

About Spartan Wealth Management

Spartan Wealth Management works with a select group of highly successful individuals and business owners to ensure that they have no financial concerns whatsoever. Our 5 step consultative process allows us to determine where the client is, where they want to be and then fill in the gaps. Securities offered through Kestra Investment Services LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services LLC (Kestra AS), an affiliate of Kestra IS. Spartan Wealth Management LLC is not affiliated with Kestra IS or Kestra AS. 4690 Sweetwater Blvd., Ste 280, Sugar Land, TX 77479, 281-494-1600. Any posts on this site may not reflect the views and opinions of Kestra IS. Due to various state regulations and registration requirements I am currently allowed to offer securities only to clients residing in AL, AZ, CA, CO, DE, FL, LA, NY, OK & TX. For additional information please contact 844-5-KESTRA.

Spartan Wealth Management revenue & valuation

Annual revenue	$144,272
Revenue per employee	$145,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$461,670
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Spartan Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Spartan Wealth Management has never raised funding before.

Spartan Wealth Management Tech Stack

Discover the technologies and tools that power Spartan Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Spartan Wealth Management is located in Sugar Land, Texas, US.

You can reach Spartan Wealth Management at +18773092161.

Spartan Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Spartan Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Spartan Wealth Management

Keith Borgfeldt

President/Founder

4.8

40,000 users