Spirit West Advisors, LLC

Overview

Spirit West Advisors, LLC is an SEC-registered investment adviser organized as an LLC that focuses on portfolio management for individuals, families and small businesses while also acting as a capital allocator and selecting third‑party managers. The firm charges fees based on a percentage of assets under management and reports advisory activities that include direct portfolio management and the selection of other advisers. Spirit West identifies its client base as individual and family clients, is not an active ESG investor, and does not operate as a multi‑state adviser. The firm lists an insurance company affiliation and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives