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Spirit West Advisors, LLC

● SEC registered since 2025CRD 285314SEC# 801-134843Scottsdale, AZ
Export (members)
Reg. AUM
$106M
Employees
1
Accounts
536
Location
Scottsdale, AZ

Spirit West Advisors, LLC assets under management

Spirit West Advisors, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2025. It reports $106 million in regulatory assets under management and employs 1 people.
spiritwestadvisor.comView on SEC.gov ↗

Spirit West Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amelia Alyson Schaefer ControlMember50-75%2016
Kevin McKinley Schaefer ControlChief Compliance Officer/Managing Member50-75%2016

Frequently asked questions

How much does Spirit West Advisors, LLC manage?

Spirit West Advisors, LLC reports $106 million in regulatory assets under management on its Form ADV.

How many employees does Spirit West Advisors, LLC have?

Spirit West Advisors, LLC reports 1 employees.

Where is Spirit West Advisors, LLC located?

Spirit West Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2025.

Does Spirit West Advisors, LLC disclose fund performance?

Spirit West Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5011 N. Granite Reef Road, Scottsdale, AZ 85250
Phone480-306-7823
Fax480-306-8045
Office hours8 a.m. - 6 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106M
Non-discretionary$0
Total (RAUM)$106M