Sprylen Wealth Management, LLC

Overview

Sprylen Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company with an individual ownership structure. The firm serves both individual and family clients as well as institutional accounts, offering a mix of advisory and brokerage-capable services. Its advisory menu includes fee-based asset management (percentage of AUM) and hourly financial planning work, and the firm also functions as a registered representative of a broker-dealer and as an insurance broker. That structure supports distribution of insurance products and annuities alongside investment management. Investment activity shows a clear tilt toward publicly traded equities and ETFs as core building blocks, with about half of its assets concentrated in exchange-traded securities. Sprylen acts as a capital allocator when appropriate, selecting third-party managers and funds for client portfolios, and it supplements portfolio work with financial planning, selection of other advisers, written client communications and educational seminars.

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Location & Offices