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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Spraker West Wealth Management Inc
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|---|---|
| CRD # | 147075 |
| SEC # | 801-69187 |
| CIK # | |
| AUM | $249.5 M (2025-03-13) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 407-478-7899 |
| Address | 334 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 29.6 |
| (b) Individuals (high net worth individuals) | 82 | 212.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 6.3 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 249.5 |
| By Discretionary | ||
| Discretionary | 476 | 249.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 249.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.5 | |
| Total | 476 | 249.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breakwater Investment Management LLC
✚
|
WA | 0.3 |
|
Arroyo Investment Group LLC
✚
|
CA | 0.3 |
|
Dudley Capital Management LLC
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|
VA | 0.3 |
|
Swiss USAdvisors Ltd
✚
|
0.2 | |
|
The Fauser Group LLC
✚
|
WA | 0.2 |
|
Missionpoint Partners LLC
✚
|
0.2 | |
|
Guardian Wealth Management Inc
✚
|
IL | 0.2 |
|
Wells Financial Advisors Inc
✚
|
MA | 0.2 |
|
MFA Wealth Services
✚
|
CA | 0.2 |
|
Full Financial Inc
✚
|
0.2 |