A complete list of active advisors currently associated with Spirit West Advisors, LLC

Warmer can help you find a great advisor at Spirit West Advisors, LLC or one who fits your needs even better.

Spirit West Advisors, LLC is a fee‑based investment adviser that provides discretionary portfolio management and periodic financial planning to individual and high‑net‑worth clients. The firm reports approximately $111.1 million in discretionary assets under management across roughly 566 client accounts and generally requires a $100,000 household investable‑assets minimum while retaining the discretion to accept smaller accounts. The firm’s investment process uses fundamental analysis and modern portfolio theory to construct and monitor client portfolios, operating under discretionary trading authority and placing trades through Charles Schwab as custodian; clients receive quarterly statements and periodic reviews. Investment objectives, risk tolerance, and client‑imposed restrictions are documented in Investment Policy Statements or similar forms, and the firm typically leaves proxy voting to clients unless assistance is requested. What is noteworthy about the firm relative to peers is its scale as a solo adviser: one registered advisor with no additional staff serves an unusually large client base for an independent practice. The firm’s managing member also maintains an affiliated insurance business and spends a substantial portion of time on that activity; the brochure discloses this affiliation, the potential conflict of interest from insurance commissions, and the firm’s procedures for mitigation and client choice when insurance recommendations are made.

To learn more about the advisors currently working at Spirit West Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.