SPIRIT WEST ADVISORS, LLC
CRD #285314 SEC #801-134843 SCOTTSDALE, AZ 480-306-7823
SEC Registered
Total AUM
$106M
Discretionary
$106M
Employees
1
Clients
251
Accounts
536
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHAEFER, KEVIN, MCKINLEY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SCHAEFER, KEVIN, MCKINLEY | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| Schaefer, Amelia, Alyson | I | MEMBER | D | Control |
| Schaefer, Amelia, Alyson | I | MEMBER | D | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (3)
AZ CO TX
Address
5011 N. GRANITE REEF ROADSCOTTSDALE, AZ 85250
United States
Phone: 480-306-7823