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| Happy Holidays!! thanks for using AUM13F!! |
| Westhill Financial Advisors Inc
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|---|---|
| CRD # | 152506 |
| SEC # | 801-71005 |
| CIK # | 0001759641 |
| AUM | $684.4 M (2025-03-25) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 415-456-2292 |
| Address | 999 Fifth Ave, Suite 300 San Rafael, CA 94901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Microsoft Corp | 3.1 | ||
| Nurix Therapeutics Inc | 2.6 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Accenture PLC | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 73.6 |
| (b) Individuals (high net worth individuals) | 210 | 593.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 16.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,212 | 684.4 |
| By Discretionary | ||
| Discretionary | 1,206 | 672.3 |
| Non-Discretionary | 6 | 12.1 |
| Total | 1,212 | 684.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 682.1 | |
| Total | 1,212 | 684.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001759641] |
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