Sperka Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313417
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.41%
- Individuals5.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sperka Investment Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and favors equity-centric allocations, managing client portfolios through separate account structures. Its filing indicates no emphasis on ESG integration and it operates as a single-state adviser under individual ownership. With a client base composed primarily of high-net-worth individuals and families, the firm runs tailored portfolios rather than a mass-market product. Equity exposure is the primary allocation preference, supplemented by mutual funds and a targeted allocation to third‑party real estate managers to provide diversification and income where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Public Funds/Mutual Funds27%
- Non-Exchange Traded Equities17%
- Investment Grade Corp Bonds11%
- US Government Bonds8%
Contacts
1 of 1Robert Sperka
Managing MemberCRD 7187820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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