SPRAKER WEST WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 2008

Total AUM

$265M

Discretionary

$265M

100% of AUM

Avg account

$560K

Accounts

474

Employees

Advisory reps

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 147075
Registered since: May 21, 2008
Website: www.sprakerwest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.45%
Individuals11.7%
Pension & Profit Sharing Plans2.49%
Charitable Organizations0.35%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Spraker West Wealth Management, Inc. is an independent, SEC-registered registered investment advisor that has been operating since 2008. The firm is individually owned and acts as a capital allocator for both private individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: the firm charges asset-based fees as well as hourly and fixed fees. Spraker West does not identify as an active ESG investor.