CRD: 285314
Spirit West Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2016
- Office Locations
- 1
Office Locations
About Spirit West Advisors, LLC
Spirit West helps Arizona individuals and families create simple, affordable estate plans, guiding clients through key documents and options to build an individualized plan. For those with existing documents, they offer a one-hour review to confirm everything is current and in good order. Consultations are available in-office, by phone/video, and via home visits for clients with mobility issues, serving families statewide from Scottsdale.
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Investment Themes
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Owner & Executives
Amelia Alyson Schaefer
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
KEVIN MCKINLEY SCHAEFER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5645639
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,100,000 | $196,290 |
| Non-Discretionary | $0 | -- |
| Total | $111,100,000 | $196,290 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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