Sprylen Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,693,058
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$299,635
About
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.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
Flat fee options for financial planning services (e.g., $4,000 for 10 hours, $10,000 for 25 hours)
$0 - $100,000: 1.25% (Zacks/GeoWealth total fee), 1.95% (Freedom Advisors total fee), 1.7% (Gradient total fee) $100,001 - $250,000: 1.00% (Zacks), 1.90% (Freedom Advisors), 1.6% (Gradient) $250,001 - $500,000: 0.90% (Zacks), 1.70% (Freedom Advisors), 1.5% (Gradient) $500,001 - $1,000,000: 0.90% (GeoWealth/Cabana), 1.60% (Freedom Advisors), 1.4% (Gradient) $1,000,001 - $2,000,000: 0.80% - 0.70% (Sprylen Wealth), 1.30% - 1.20% (Gradient), 1.60% (Freedom Advisors) $2,000,001 - $3,000,000: 0.70% (Sprylen Wealth), 1.10% (Gradient), 1.40% (Freedom Advisors) $3,000,001 - $4,999,999: 0.70% (Sprylen Wealth), 1.40% (Freedom Advisors) $5,000,000+: 0.60% (Sprylen Wealth), 1.20% (Freedom Advisors)
$400 per hour for financial planning and consulting
Fee-only: $400 per hour for financial planning and consulting; $4,000 for 10 hours; $10,000 for 25 hours or flat fee negotiated
Main office location
Sprylen Wealth Management, LLC
Kent WA, United States
Number of offices
1
Most active in
Sprylen Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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