← Back to searchVisit website
WESTFULLER ADVISORS, LLC
CRD 155054 · SEC 801-111864
1185 AVENUE OF THE AMERICAS, SUITE 319, NEW YORK, NY, 10036, United States
Phone
212-219-6198
Fax
646-430-9466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.37B
Discretionary AUM
$2.66B
Team
23 total employees; 14 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $239.9M |
| Pooled investment vehicles | 1 | $139.7M |
| Charitable organizations | 37 | $2.99B |
| Corporations/business entities | 1 | $3.4M |
States served
CA, DC, NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD