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Home > Retirement Planners > florida > winter park > SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC
334 W. Morse Blvd.
Winter Park, Florida 32789
Tel: 407-478-7899
About SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC, formally registered with the SEC as SPRAKER WEST WEALTH MANAGEMENT, INC. The firm was established in 05/21/2008. They have over 1 offices throughout the country.
SPRAKER WEST WEALTH MANAGEMENT, INC is a Winter Park, Florida based Financial Planning firm with nearly $227,272,169 assets under management, offering retirement planning & investment advisory services to 471 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147075 |
| SEC# | 801-69187 |
| Assets Managed by Firm | $227,272,169 |
| No. of Clients | 471 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (WE PROVIDE A QUARTERLY COMMENTARY TO CLIENTS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 471 | $227,272,169 |
| Individuals (other than high net worth individuals) | 45 | $25,598,786 |
| High net worth individuals | 80 | $201,673,383 |
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