Overview
Assets Under Management: $227 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
SPRAKER WEST WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147075), SPRAKER WEST WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
SPRAKER WEST WEALTH MANAGEMENT, INC is headquartered in WINTER PARK, FL.
SPRAKER WEST WEALTH MANAGEMENT, INC serves 82 high-net-worth clients according to their SEC filing dated August 12, 2024. View client details ↓
According to their SEC Form ADV, SPRAKER WEST WEALTH MANAGEMENT, INC offers financial planning and portfolio management for individuals. View all service details ↓
SPRAKER WEST WEALTH MANAGEMENT, INC manages $227 million in client assets according to their SEC filing dated August 12, 2024.
According to their SEC Form ADV, SPRAKER WEST WEALTH MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 471
Discretionary Accounts: 471
Regulatory Filings
CRD Number: 147075
Last Filing Date: 2024-08-12 00:00:00
Website: https://sprakerwest.com