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SPRAKER WEST WEALTH MANAGEMENT, INC
CRD 147075 · SEC 801-69187
334 W. MORSE BLVD., WINTER PARK, FL, 32789, United States
Phone
407-478-7899
Fax
407-478-7898
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.3M
Discretionary AUM
$265.3M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingWE PROVIDE A QUARTERLY COMMENTARY TO CLIENTS.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $31.0M |
| High net worth individuals | 82 | $226.7M |
| Pension/profit sharing plans | 4 | $6.6M |
| Charitable organizations | 2 | $940K |
States served
NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD