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Building 2SPRAKER WEST WEALTH MANAGEMENT, INC

Map pinWINTER PARK, FL
Phone407-478-7899
NotebookSEC #801-69187
Total AUM
$265.3M
Employees
6
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
334 W. MORSE BLVD.
WINTER PARK
FL 32789
United States
Operating Hours
8:30 AM -4:30 PM
Monday - Friday
Phone
407-478-7899

ReceiptFinancials

Total AUM
$265.3M
Accounts
474
Discretionary
$265.3M
Accounts
474
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$31M
HNW Individual Clients
82
AUM
$226.7M
Pension/Profit Sharing Plan Clients
4
AUM
$6.6M
Charitable Organization Clients
2
AUM
$940K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
WE PROVIDE A QUARTERLY COMMENTARY TO CLIENTS.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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