SPIRIT WEST ADVISORS, LLC
SPIRIT WEST ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 285314). Regulatory assets under management: $111.1M.
Registration
- CRD: 285314
- SEC file number: 801-134843
- Type: Registered investment adviser
- Location: 5011 N. GRANITE REEF ROAD, SCOTTSDALE, AZ, 85250
- Phone: 480-306-7823
- Latest filing: 2026-06-11
- Regulatory AUM: $111.1M
- Discretionary AUM: $111.1M
- Clients: 1
- Accounts: 566
Business model
Compensation: % of AUM.
Clients served: High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Kevin Mckinley Schaefer | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| Amelia Alyson Schaefer | MEMBER | — |
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