A complete list of active advisors currently associated with Sperka Investment Management, LLC
Warmer can help you find a great advisor at Sperka Investment Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sperka Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Berlin, WI
| 5
|
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