CRD: 147075
Spraker West Wealth Management, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2008
- Office Locations
- 1
Office Locations
About Spraker West Wealth Management, INC
Spraker West Wealth Management is an independent, fee-only RIA providing holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. The team includes CFA and CFP professionals with 50+ years combined experience and builds customized portfolios focused on risk-adjusted returns and client goals. No-commission, fiduciary advice; custody through Schwab.
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Owner & Executives
JOHN MITCHELL WEST III
Chief Operating Officer, President, Senior Advisor
- CRD
- #4653084
- Ownership
- 75% or more
KYRON BLAIN HAROLD
ADVISOR, Analyst, Chief Compliance Officer, SENIOR ANALYST
- CRD
- #7713707
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Eric S Walter
--
- CRD
- #6733515
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $265,323,432 | $559,754 |
| Non-Discretionary | $0 | -- |
| Total | $265,323,432 | $559,754 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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