Spraker West Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Spraker West Wealth Management reports 144 clients. They include 82 high-net-worth individuals, 56 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($265M across 474 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 12% |
| High-net-worth individuals | 57% | 85% |
| Pension and profit-sharing plans | 3% | 2% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $31M | 11.7% | $554K |
| High-net-worth individuals | 82 | $227M | 85.5% | $2.76M |
| Pension and profit-sharing plans | Fewer than 5 | $6.62M | 2.5% | $1.65M |
| Charitable organizations | Fewer than 5 | $940K | 0.4% | $470K |
| Total | 144 | $265M | 100% | — |
- Clients
- 56
- Regulatory AUM
- $31M
- AUM share
- 11.7%
- Avg. per client
- $554K
- Clients
- 82
- Regulatory AUM
- $227M
- AUM share
- 85.5%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.62M
- AUM share
- 2.5%
- Avg. per client
- $1.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $940K
- AUM share
- 0.4%
- Avg. per client
- $470K
Total
- Clients
- 144
- Regulatory AUM
- $265M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Spraker West Wealth Management charges 0.20%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial plan
- A financial plan for a client with less than $400,000 under management is quoted at $1,200 to $2,500, depending on complexity, and is payable when the analysis begins.
- Hourly consulting
- Hourly consulting is available at a published rate of $300 per hour for clients who do not need discretionary portfolio management.
John West owns 75% or more of Spraker West Wealth Management. The leadership team of Spraker West Wealth Management includes President John West. It has 6 employees, 5 of them in advisory roles.
Leadership
- John WestSR Advisor, President, COO
- Kyron HaroldAdvisor, Senior Analyst, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Kyron Blain Harold
- Eric S Walter
- John Mitchell West III
Staff
- 6 employees
- 5 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Spraker West Wealth Management, Inc
John West
Control person · since October 2012
Spraker West Wealth Management’s regulatory assets grew from $193M (July 2021) to $265M (March 2026); clients rose from 99 to 144 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $265M | 144 | 6 | 1 |
| March 2025 | $249M | 138 | 6 | 1 |
| July 2024 | $227M | 125 | 5 | 1 |
| May 2023 | $208M | 119 | 5 | 1 |
| March 2022 | $236M | 112 | 5 | 1 |
| July 2021 | $193M | 99 | 5 | 1 |
Besides its headquarters, Spraker West Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 334 W. Morse BLVD., Winter ParkHQ
Contact and registration details
- Legal name
- Spraker West Wealth Management, Inc
- Headquarters
- 334 W. Morse BLVD., Winter Park, FL 32789
- Website
- sprakerwest.com
- Phone
- 407-478-7899
- @spraker-west-wealth-management
- SEC file
- 801-69187
- Founded
- 2008
- Structure
- Florida corporation
- Fiscal year end
- December
Spraker West Wealth Management uses Charles Schwab ($251M) as custodian for its separately managed accounts. Spraker West Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $251M100%
At year end, Spraker West Wealth Management’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks6%
- Funds93%
- Cash1%
How many clients does Spraker West Wealth Management have?
Spraker West Wealth Management has 144 clients and manages $265 million for them, as of March 2026. They include 82 high-net-worth individuals, 56 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Spraker West Wealth Management offer?
Spraker West Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Spraker West Wealth Management charge?
Spraker West Wealth Management charges 0.20%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: SPRAKER WEST WEALTHMANAGMENT BROCHURE MARCH-2026, filed 24 March 2026
Which custodians does Spraker West Wealth Management use?
Spraker West Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $251M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Spraker West Wealth Management have?
Spraker West Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Spraker West Wealth Management invest in?
At the end of its last fiscal year, Spraker West Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Spraker West Wealth Management?
Spraker West Wealth Management’s direct owner is John West (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Spraker West Wealth Management get paid?
Spraker West Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Spraker West Wealth Management?
Spraker West Wealth Management’s main office is at 334 W. Morse BLVD., Winter Park, FL 32789. Its phone number is 407-478-7899. Its website is sprakerwest.com.