Spirit West Advisors, LLC
Spirit West Advisors, LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $111.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Spirit West Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285314, SEC 801-134843, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $111.1M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 1
- Clients
- 566
- CRD
- 285314
- Ownership
- Schaefer, Amelia, Alyson; SCHAEFER, KEVIN, MCKINLEY
How much AUM does Spirit West Advisors, LLC have?
Spirit West Advisors, LLC reported $111.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Spirit West Advisors, LLC?
Disclosed owners and executives of Spirit West Advisors, LLC include Schaefer, Amelia, Alyson, SCHAEFER, KEVIN, MCKINLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.