WINTER PARK, FLCRD 147075Latest ADV March 24, 2026
Spraker West Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 24, 2026, reports $265M in regulatory assets under management, 6 employees, and 474 accounts.
Assets Under Management
$265M
Employees
6
Offices
--
Total Clients
144
Primary office
WINTER PARK, FL
334 W. MORSE BLVD., WINTER PARK, FL, United States
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
82
2
Individuals
38.9%
56
3
Pension Plans
2.8%
4
4
Charitable
1.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of March 24, 2026
Discretionary100.0%
$265M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$265M
Total Accounts474
10Y AUM Change+$128M (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.