Westfuller Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $3.4B in regulatory assets under management, 23 employees, 1 office, and 88 accounts.
Assets Under Management
$3.4B
Employees
23
Offices
1 office
Total Clients
88
Primary office
NEW YORK, NY
1185 AVENUE OF THE AMERICAS, SUITE 319, NEW YORK, NY, United States
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
49
2
Charitable
42.0%
37
3
Pooled Investment Vehicles
1.1%
1
4
Corporations
1.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 31, 2026
Discretionary79.0%
$2.7B
79% of total RAUM79.0%
Non-discretionary21.0%
$708M
21% of total RAUM21.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts88
10Y AUM Change+$3.3B (+5800.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee4:1
10Y Employee Change+18 (+360.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.