# Westfuller Advisors, LLC

> Westfuller Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 155054
- Filed as: WESTFULLER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155054
- AdvisorCensus page: https://advisorcensus.com/firm/westfuller-advisors-llc-new-york-ny-155054

## Quick answers

**How is Westfuller Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westfuller Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Westfuller Advisors, LLC located?**
Westfuller Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Westfuller Advisors, LLC registered with the SEC or a state?**
Westfuller Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 155054.

**How much does Westfuller Advisors, LLC manage?**
Westfuller Advisors, LLC reports $3,370,643,869 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (79% discretionary).

**How have Westfuller Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Westfuller Advisors, LLC: Regulatory assets under management: $426,328,000 in the October 2021 data and $3,370,643,869 in the October 2026 data, up 691%. Total employees: 8 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westfuller Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); charitable organizations (37); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Westfuller Advisors, LLC use?**
Westfuller Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Bank and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Westfuller Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155054

**What changed in Westfuller Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 14. Regulatory assets under management went from $2,135,363,056 to $3,370,643,869 (+58%). Registered or notice-filed in DC, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: $20,000

> Westfuller Client relationships are subject to a minimum annual advisory fee of $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Bank
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,370,643,869
- Discretionary: $2,662,749,566
- Non-discretionary: $707,894,303

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 49 | $239,850,900 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $139,734,972 |
| Charitable organizations | 37 | $2,987,635,004 |
| Corporations or other businesses not listed above | 1 | $3,422,993 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 23 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, NH, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [biviumwestfuller.com](https://biviumwestfuller.com)
- [westfulleradvisors.com](https://westfulleradvisors.com)
- LinkedIn @westfuller-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $426,328,000 | 8 | September 10, 2021 |
| October 2022 | $806,905,840 | 9 | August 12, 2022 |
| October 2023 | $1,273,701,748 | 13 | March 31, 2023 |
| October 2024 | $1,431,608,734 | 15 | March 26, 2024 |
| October 2025 | $2,135,363,056 | 16 | March 31, 2025 |
| October 2026 | $3,370,643,869 | 23 | March 31, 2026 |

Regulatory assets under management: $426,328,000 in the October 2021 data and $3,370,643,869 in the October 2026 data, up 691%.
Total employees: 8 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 14.
- Regulatory assets under management went from $2,135,363,056 to $3,370,643,869 (+58%).
- Registered or notice-filed in DC, NH.

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westfuller Advisors, LLC (CRD 155054): Form ADV filing data as of October 2026.