{
  "crd_number": 147075,
  "slug": "spraker-west-wealth-management-inc-winter-park-fl-147075",
  "primary_business_name": "SPRAKER WEST WEALTH MANAGEMENT, INC",
  "legal_name": "SPRAKER WEST WEALTH MANAGEMENT, INC",
  "dbas": [],
  "city": "Winter Park",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-21",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 265323432.0,
  "raum_discretionary": 265323432.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 940025.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 31036581.0,
      "count": 56
    },
    "pension_profit_sharing": {
      "raum": 6616863.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 226729963.0,
      "count": 82
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/spraker-west-wealth-management",
    "https://sprakerwealth.com",
    "https://sprakerwealthmanagement.com",
    "https://sprakerwest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147075",
  "city_as_filed": "WINTER PARK",
  "url": "https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075",
  "display_name": "Spraker West Wealth Management, Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Spraker West Wealth Management, Inc (CRD 147075): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Spraker West Wealth Management, Inc compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Spraker West Wealth Management, Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is Spraker West Wealth Management, Inc located?",
      "a": "Spraker West Wealth Management, Inc's principal office is in Winter Park, FL, according to its Form ADV."
    },
    {
      "q": "Is Spraker West Wealth Management, Inc registered with the SEC or a state?",
      "a": "Spraker West Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147075."
    },
    {
      "q": "How much does Spraker West Wealth Management, Inc manage?",
      "a": "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)."
    },
    {
      "q": "How have Spraker West Wealth Management, Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Spraker West Wealth Management, Inc serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Spraker West Wealth Management, Inc use?",
      "a": "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."
    },
    {
      "q": "Does Spraker West Wealth Management, Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Spraker West Wealth Management, Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 192844866.0,
      "total_employees": 5,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 236367581.0,
      "total_employees": 5,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 207889456.0,
      "total_employees": 5,
      "filing_date": "2023-05-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 227272169.0,
      "total_employees": 5,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 249466930.0,
      "total_employees": 6,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 265323432.0,
      "total_employees": 6,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (hourly consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (hourly consulting)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly consulting"
        }
      ]
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 31036581.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 226729963.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 6616863.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 940025.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}