SpraKer West Wealth Management, Inc

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Client assets under management

$257,766,544

Clients

138

59% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,867,874

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

Financial planning Portfolio management Pension consulting

We provide a quarterly commentary to clients.

Expertise

Tax-loss harvesting Income planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees range from $1,200 to $2,500 depending on complexity

Percentage

$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

Project-based

$300 per hour for financial consulting outside of portfolio management

Other

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 location

SpraKer West Wealth Management, Inc

334 W. Morse Blvd.

Winter Park FL 32789, United States

Number of offices

Most active in

Florida · North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 407-478-7899

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.

Tax-loss harvesting Income planning Founder/Business Owner

Eric W

CFP®

Winter Park, FL

SpraKer West Wealth Management, Inc

Eric Walter is a CFP® professional at Spraker West Wealth Management, Inc. with two years of industry experience. He has been with Spraker West Wealth Management since 2018, with prior experience at Northwestern Mutual Investment Services LLC and Enterprise Holdings. 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, employing client-specific Investment Policy Statements and a range of portfolio supervision techniques including tactical trading, rebalancing, and tax-loss harvesting.

Tax-loss harvesting Income planning Founder/Business Owner

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.

Tax-loss harvesting Income planning Founder/Business Owner

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