Spirit West Advisors, LLC

Overview

Spirit West Advisors, LLC is a limited liability company that operates as a non-independent retail registered investment adviser. The firm describes itself as a capital allocator serving individual and family clients, charging fees as a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting third‑party advisers and managers. The firm is not positioned as an ESG-focused manager, does not function as a pension consultant, and is not identified as a related adviser. The firm lists SEC registration in 2025 and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices