Spirit West Advisors, LLC
● SEC registered since 2025CRD 285314SEC# 801-134843Scottsdale, AZ
Reg. AUM
$111.1M
Employees
1
Accounts
566
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 $111.1 million in regulatory assets under management and employs 1 people.
Spirit West Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amelia Alyson Schaefer Control | Member | 50-75% | 2016 |
| Kevin McKinley Schaefer Control | Chief Compliance Officer/Managing Member | 50-75% | 2016 |
Frequently asked questions
How much does Spirit West Advisors, LLC manage?
Spirit West Advisors, LLC reports $111.1 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
| Address | 5011 N. Granite Reef Road, Scottsdale, AZ 85250 |
| Phone | 480-306-7823 |
| Fax | 480-306-8045 |
| Office hours | 8 a.m. - 6 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.1M▲ 5%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$111.1Mregulatory AUM
Discretionary $111.1M