OB
Ori E. Boucvalt
SPARTA WEALTH PARTNERS
CHARLOTTE, NC 28211
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CRD#: 8127207
OB
Ori Elyse BoucvaltSPARTA WEALTH PARTNERS
Professional summary
Ori Elyse Boucvalt is a registered financial advisor currently at SPARTA WEALTH PARTNERS located in Charlotte, North Carolina.
Ori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ori has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Environmental Safety and Health Consulting Not investment-related Address: 2516 Engineers Road Belle Chasse, LA 70037 Emergency response/Environmental clean up Board Member Start Date: 02/06/2017 1 hour a month devoted 0 hours devoted during security trading hours Provide oversight, set strategic direction, vote on key decisions, and ensure the organization fulfills its mission and operates responsibly Morgan Companies Investment-related 4521 Sharon Rd #275, Charlotte, NC 28211 Full-service commercial real estate firm Consultant 07/01/25 80 hours devoted a month 3 hours devoted during security trading hours Consulting on projects OEB Holding of Texas, LLC: 2802 Flintrock Trace Suite B104, Austin, TX 78738 Not Investment related Holding company Start Date: 5/28/26 0 hours spent a month OEB Holdings, LLC: 1730 Coteau Road, Houma, LA 70364 Not Investment Related Holding company Start Date: 5/28/26 0 Hours Spent a month
CRS (Client Relationship Summary) - RIA
Click below to view Ori Elyse Boucvalt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 1, 2025 - Present
SPARTA WEALTH PARTNERS
Office #1: 4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211RIA
CRD#: 318036
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE
CRD#: 318036 / SEC#: 801-123050
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(12/23/2025)
IAR
North Carolina(7/1/2025)
IAR
Texas(6/12/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE
CRD#: 318036 / SEC#: 801-123050
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Loading...
Contact information
Main Address
4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211
Mailing Address
Phone number
(704) 575-1148
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 564 |
| AUM (Assets Under Management) | $ 265,387,750 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
