S
$39.2M Total AUM
$39.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
-- NEW Berlin WI
About Sperka Investment Management, LLC
Sperka Investment Management, LLC is a NEW Berlin-based RIA. The firm has been operating for 5 years. Managing $39.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
61 AVG AGE
$39.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Robert J Sperka
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7187820
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,158,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,158,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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