Spartan Wealth Management says it has merged with a wealth management firm headed by a team of experienced financial advisors from UBS.
Led by Joseph Mansoor and Anthony Mona, 360° Wealth Management Group has joined Spartan in Birmingham, Michigan, according to the firm.
Mansoor began his industry career in 2010 and joined UBS in 2015 from JPMorgan, according to BrokerCheck. Mona has been in the industry since 1998 and with UBS since 2010, according to his BrokerCheck profile.
Mona’s team had $1.4 billion in client assets as of April 6, according to Forbes.
As part of the merger, Mona has been named president of Spartan Wealth Management, the company says.
The addition of Mansoor and Mona bolsters Spartan’s staff by 20%, according to the firm.
Led by chief executive officer Brian Mosallam, Spartan is part of the Cadaret Grant broker-dealer network and is supported by Atria Wealth Solution, administering more than $8 billion in client assets, the company says.