Investment adviser · CRD 155054
WESTFULLER ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $3.37B Form ADV · Item 5.F
- Client accounts
- 88 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 37 | $2,987,635,004 | 88.6% |
| High-net-worth individuals | 49 | $239,850,900 | 7.1% |
| Pooled investment vehicles | 1 | $139,734,972 | 4.1% |
| Corporations & businesses | Fewer than 5 | $3,422,993 | 0.1% |
Filing source
Form ADV 2043305 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1185 AVENUE OF THE AMERICAS, SUITE 319NEW YORK, NY, 10036, United States
CRD 155054
Filing source
Form ADV 2043305 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.