WESTFULLER ADVISORS, LLC

CRD 155054File 801-111864

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$3.37B

Top 25% of cohort (national)

Discretionary AUM

$2.66B

Non-discretionary $707.9M

Clients

88 accounts

Employees

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
Website: https://www.biviumwestfuller.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	16	23	increased by7
Apr 1, 2026	Clients	75	88	increased by13
Apr 1, 2026	AUM	$2,135,363,056	$3,370,643,869	increased by$1,235,280,813
Apr 1, 2026	Accounts	75	88	increased by13
May 1, 2025 vs Oct 1, 2022	Employees	9	16	increased by7
May 1, 2025 vs Oct 1, 2022	Clients	64	75	increased by11
May 1, 2025 vs Oct 1, 2022	AUM	$806,905,840	$2,135,363,056	increased by$1,328,457,216
May 1, 2025 vs Oct 1, 2022	Accounts	65	75	increased by10
Apr 1, 2022	Employees	8	9	increased by1
Apr 1, 2022	Clients	77	64	decreased by13
Apr 1, 2022	AUM	$426,328,000	$806,905,840	increased by$380,577,840
Apr 1, 2022	Accounts	77	65	decreased by12
Oct 1, 2021	Employees	6	8	increased by2
Oct 1, 2021	Clients	156	77	decreased by79
Oct 1, 2021	AUM	$177,892,850	$426,328,000	increased by$248,435,150

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WESTFULLER ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTFULLER ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.