Spraker Wealth Management Inc (Maitland)

Spraker Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and we provide a quarterly commentary to clients.. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spraker Wealth Management: assets under management

The assets under management (AUM) of Spraker Wealth Management Inc is $148.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $148.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $411.22 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spraker Wealth Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Susan Shannon Spraker serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Susan Shannon Spraker is high net worth individuals with 58 clients and $121 million of assets under management. Among the 11 most similar advisory firms, Spraker Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $148.45 million for 102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Spraker Wealth Management doesn't advise any private funds.

Careers at Spraker Wealth Management Inc

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Susan Shannon Spraker has been acting as President since 1 Feb 2008. John Mitchell West joined the executive team most recently as the Advisor, Coo, Cco.

Direct owners and executive officers

Based in Maitland

The principal office where Spraker Wealth Management Inc performs its advisory services is located at 543 N. Wymore Rd., Maitland, FL 32751, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-478-7899 or by fax 407-478-7898. The normal business hours are 8:30 am -4:30 pm on Monday - Friday. You can find more information about the New York firm at sprakerwealthmanagement.com.

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