SpraKer West Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$257,766,544
Clients
138
Advisors
3
of 6 employees
About
Spraker West Wealth Management is a fee-only registered investment adviser that provides portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans and corporations. The firm manages approximately $265 million on a discretionary basis for about 138 clients and typically combines ongoing investment management with financial planning services.
The firm operates as a fiduciary and establishes an Investment Policy Statement with each discretionary client following a risk-tolerance discussion; ongoing management includes asset-allocation implementation, tactical trading, periodic rebalancing, year‑end tax‑loss harvesting and required‑minimum‑distribution management. Portfolios may include individual stocks and bonds, mutual funds, ETFs, alternatives and other instruments, and clients receive quarterly reports plus secure online access to account data.
A distinctive practice disclosed in the brochure is that the firm engages in compensated endorsement arrangements with advisors exiting the business, paying a portion of client fees to referring advisors and fully disclosing those arrangements to the referred clients — an advertising and referral approach that is uncommon among peers. The firm also operates exclusively on a major custodian platform (receiving indirect research and service benefits) and, as noted in the brochure, ceased voting client proxies effective January 2025.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $1,200 to $2,500 depending on complexity
$0 - $400,000: 1.50% annually $400,001 - $600,000: 1.25% annually $600,001 - $1,000,000: 1.00% annually First $1,000,000 - null: 1.00% annually Second $1,000,000 - null: 0.80% annually Next $8,000,000 - null: 0.50% annually Next $10,000,000 - null: 0.30% annually Above $20,000,000 - null: 0.20% annually
$300 per hour for financial consulting outside of portfolio management
Fee-only: Wealth management fees billed quarterly in advance, financial planning fees $1,200-$2,500 for clients with less than $400k AUM, hourly consulting fees $300/hour
Main office
334 W. Morse Blvd.
Winter Park FL 32789
Advisors at this office
3
Most active in
Florida · North Carolina · Tennessee · Texas
Also doing business as
Spraker Wealth Management Inc · Spraker West Wealth Management, Inc
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.
Quick links
Advisors at this firm
John W
CFP®
Winter Park, FL
SpraKer West Wealth Management, Inc
John West is a CFP® with 11 years of industry experience and has been with Spraker West Wealth Management, Inc. since 2012. He is based in Winter Park, FL, and is part of a team of five advisors at the firm. Spraker West Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a diversified allocation across traditional and non-traditional asset classes.
Eric W
CFP®
Winter Park, FL
SpraKer West Wealth Management, Inc
Eric Walter is a CFP® professional with three years of industry experience, currently serving at Spraker West Wealth Management, Inc. in Winter Park, FL. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Spraker West Wealth Management is a fee-only registered investment adviser managing approximately $265 million in discretionary assets for individuals, families, trusts, and organizations. The firm integrates investment management with financial planning and operates under a fiduciary standard, offering tailored services including asset allocation, tactical trading, and tax-loss harvesting.
Kyron H
CFA®
Winter Park, FL
SpraKer West Wealth Management, Inc
Kyron Harold is a CFA® charterholder with one year of industry experience, currently serving at Spraker West Wealth Management, Inc. in Winter Park, FL. He has been with the firm since 2014, including its predecessor entity, and works as part of a five-advisor team. Spraker West Wealth Management is a fee-only registered investment adviser providing discretionary portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm employs client-specific investment policy statements, tactical trading, rebalancing, tax-loss harvesting, and diversification across traditional and alternative asset classes.
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