Adviser Profile
| As of Date | 11/27/2025 |
| Registration status | Registration Changed to SPIRIT WEST ADVISORS, LLC |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| AUM* | 106,010,831 14% |
| of that, discretionary | 106,010,831 509% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,781 21% |
| % High Net Worth | 5.56% 101% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds