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SPIRIT WEST ADVISORS, LLC
CRD 285314 · SEC 801-134843
5011 N. GRANITE REEF ROAD, SCOTTSDALE, AZ, 85250, United States
Phone
480-306-7823
Fax
480-306-8045
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.1M
Discretionary AUM
$111.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 546 | $90.1M |
| High net worth individuals | 20 | $21.0M |
States served
AZ, CO, TX
All web addresses on file
Official SEC filing: View on IAPD