|
⚲
|
| Spraker West Wealth Management Inc
✚
| |
|---|---|
| CRD # | 147075 |
| SEC # | 801-69187 |
| CIK # | |
| AUM | $227.3 MM (2024-08-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 407-478-7899 |
| Address | 334 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 25.6 |
| (b) Individuals (high net worth individuals) | 80 | 201.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 227.3 |
| By Discretionary | ||
| Discretionary | 471 | 227.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 471 | 227.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 225.2 | |
| Total | 471 | 227.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Verisail Partners LLC
✚
|
GA | 0.2 |
|
Envision Financial LLC
✚
|
WI | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.2 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.2 |
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.2 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.2 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.2 |