Sprylen Wealth Management, LLC

The firm serves individuals, pension and profit‑sharing plans, trusts and small businesses, offering financial planning, retirement plan consulting, and investment advisory services. It provides these services through fee‑based wealth management engagements and standalone financial planning arrangements.

Investment management is delivered largely by allocating client assets to third‑party money managers (for example, Freedom Advisors, GeoWealth, Gradient and Zacks) and by ongoing monitoring of asset allocation and account performance under written advisory agreements. The brochure describes a range of manager styles available to clients—strategic and tactical asset allocation, algorithms and hedging techniques—and notes periodic reviews, seminars and occasional client newsletters as part of its service model.

Distinctive features disclosed in the brochure include the firm principal’s outside roles as a registered representative of a broker‑dealer and as an insurance broker through an affiliated insurance agency, which may generate commission income separate from advisory fees. The firm also discloses a prior regulatory disclosure on BrokerCheck, states that it provides retirement plan/pension consulting and participant education, and receives solicitation fees from third‑party managers—characteristics that are less common among solo independent RIAs.