AdvisorCensus / Financial advisors / Florida / Orlando / Spraker West Wealth Management, Inc
Spraker West Wealth Management, Inc
Filed as SPRAKER WEST WEALTH MANAGEMENT, INC
Spraker West Wealth Management, Inc is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Spraker West Wealth Management, Inc compensated?
On its Form ADV (Item 5.E, October 2026), Spraker West Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Spraker West Wealth Management, Inc charge?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $300 an hour (hourly consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Spraker West Wealth Management, Inc located?
Spraker West Wealth Management, Inc's principal office is in Winter Park, FL, according to its Form ADV.
Is Spraker West Wealth Management, Inc registered with the SEC or a state?
Spraker West Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147075.
How much does Spraker West Wealth Management, Inc manage?
Spraker West Wealth Management, Inc reports $265,323,432 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Spraker West Wealth Management, Inc's assets and staff changed since 2021?
In the Form ADV data for Spraker West Wealth Management, Inc: Regulatory assets under management: $192,844,866 in the October 2021 data and $265,323,432 in the October 2026 data, up 38%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Spraker West Wealth Management, Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (56); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Which custodians does Spraker West Wealth Management, Inc use?
Spraker West Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Spraker West Wealth Management, Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147075
What changed in Spraker West Wealth Management, Inc's recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $300 an hour (hourly consulting)
The brochure's wording
However, The Firm may provide hourly consulting at the published rate of $300.00 per hour for those who do not need discretionary professional portfolio management.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$265,323,432 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $265,323,432 | 6 | March 24, 2026 |
| October 2025 | $249,466,930 | 6 | March 13, 2025 |
| October 2024 | $227,272,169 | 5 | August 12, 2024 |
| October 2023 | $207,889,456 | 5 | May 31, 2023 |
| October 2022 | $236,367,581 | 5 | March 28, 2022 |
| October 2021 | $192,844,866 | 5 | July 29, 2021 |
Regulatory assets under management: $192,844,866 in the October 2021 data and $265,323,432 in the October 2026 data, up 38%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Spraker West Wealth Management, Inc (CRD 147075): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075