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| Westfuller Advisors LLC
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|
|---|---|
| CRD # | 155054 |
| SEC # | 801-111864 |
| CIK # | |
| AUM | $1.4 BB (2024-03-26) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 212-542-5851 |
| Address | 1185 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 227.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 93.1 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 16 | 254.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 854.7 |
| Total | 87 | 1,431.6 |
| By Discretionary | ||
| Discretionary | 84 | 997.5 |
| Non-Discretionary | 3 | 434.1 |
| Total | 87 | 1,431.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,431.6 | |
| Total | 87 | 1,431.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capita Financial Network LLC
✚
|
UT | 1.5 |
|
Retirement Management Systems Inc
✚
|
MD | 1.4 |
|
Everhart Financial Group Inc
✚
|
OH | 1.4 |
|
Executive Wealth Management LLC
✚
|
MI | 1.4 |
|
SRS Capital Advisors LLC
✚
|
CO | 1.4 |
|
Sierra Capital LLC
✚
|
FL | 1.4 |
|
Flexible Plan Investments Ltd
✚
|
MI | 1.4 |
|
Phillips and Company Advisors LLC
✚
|
OR | 1.4 |
|
Capitol Securities Management Inc
✚
|
VA | 1.4 |
|
Atomi Financial Group Inc
✚
|
NY | 1.4 |