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WESTFULLER ADVISORS, LLC
CRD 155054File 801-111864
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.37B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $707.9M
Clients
88
88 accounts
Employees
23
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 15, 2017
- Principal office
- 1185 AVENUE OF THE AMERICAS, SUITE 319, NEW YORK, NY, 10036
- Phone
- 212-219-6198
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.37B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $707.9M
- Discretionary accounts
- 85
- Non-discretionary accounts
- 3
- Total accounts
- 88
- AUM per client
- $38.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.4M |
| Charitable organizations | 37 | $2.99B |
| High net worth individuals | 49 | $239.9M |
| Pooled investment vehicles | 1 | $139.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.