A complete list of active advisors currently associated with SpraKer West Wealth Management, Inc
Warmer can help you find a great advisor at SpraKer West Wealth Management, Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at SpraKer West Wealth Management, Inc, 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 |
|---|---|---|
Winter Park, FL
| 2
| |
Winter Park, FL
| 3
| |
Winter Park, FL
| 12
|
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