Sperka Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sperka Investment Management, LLC is a single‑advisor independent registered investment adviser that provides discretionary asset management to individuals, high‑net‑worth individuals, and trusts. The firm reports approximately $39.16 million in discretionary assets under management across about 15 client accounts and does not sponsor wrap‑fee programs.
The adviser uses both fundamental and technical analysis to construct portfolios tailored to documented client goals, time horizons, and risk tolerance, and it allows clients to impose investment restrictions (for example, socially conscious screens). The firm operates with discretionary trading authority, performs quarterly account reviews, and incorporates portfolio rebalancing and tax‑loss harvesting considerations when appropriate.
Noteworthy features include a small client roster with relatively large assets per account and a practice structure established in 2021 led by a sole owner with prior institutional portfolio management and wealth advisory experience. The firm does not vote client proxies, does not recommend or select other investment advisers, and maintains a Code of Ethics plus quarterly personal‑trading reviews to address potential conflicts of interest.
Client services
Expertise
Fee options
1.00% annually
Main office
New Berlin WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Rjs Investment, LLC · Sperka Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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