Data / Investment advisers / Florida / Spraker West Wealth Management, Inc
Spraker West Wealth Management, Inc, Winter Park, FL: $265 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Spraker West Wealth Management, Inc is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $265 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 147075
- SEC file number
- 801-69187
- SEC status
- Approved, effective May 21, 2008
- Main office
- 334 W. Morse Blvd., Winter Park, FL 32789
- Phone
- (407) 478-7899
- Regulatory AUM
- $265,323,432 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $265,323,432
- Accounts
- 474
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $226.7 million |
| Individuals (other than high net worth individuals) | 56 | $31 million |
| Pension and profit sharing plans | 4 | $6.6 million |
| Charitable organizations | 2 | $940,025 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $265.3 million | February 18, 2026 |
| December 1, 2025 | $249.5 million | March 13, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortress Wealth Group | Winter Park | $439.1 million | Not listed | adviserinfo.sec.gov |
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | adviserinfo.sec.gov |
| Arsenal Venture Partners | Winter Park | $393.8 million | 12 | adviserinfo.sec.gov |
| Financial Advisory Partners, LLC | Winter Park | $377.8 million | Not listed | adviserinfo.sec.gov |
| Barr Financial Services, LLC | Winter Park | $269.2 million | Not listed | adviserinfo.sec.gov |
| Coastal Investment Company, LLC | Winter Park | $262.9 million | 41 | adviserinfo.sec.gov |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | Not listed | adviserinfo.sec.gov |
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Spraker West Wealth Management, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.