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SPIRIT WEST ADVISORS, LLC

SCOTTSDALE, AZ · CRD 285314 · IAPD ↗ · spiritwestadvisor.com · 480-306-7823

$111.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — SPIRIT WEST ADVISORS, LLC (SCOTTSDALE, AZ) is newly SEC-registered with $106.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.