Westfuller Advisors, LLC
● SEC registered since 2017CRD 155054SEC# 801-111864New York, NY
Reg. AUM
$3.37B
Employees
23
Accounts
88
Location
New York, NY
Westfuller Advisors, LLC assets under management
Westfuller Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $3.4 billion in regulatory assets under management and employs 23 people.
Westfuller Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Charles Cole | Chief Administrative Officer | Under 5% | 2020 |
| Cambria Holdings, LLC Control | Member | 25-50% | 2010 |
| Ian Scot Fuller Control | Member, Ceo | 25-50% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Westfuller Advisors, LLC manage?
Westfuller Advisors, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Westfuller Advisors, LLC have?
Westfuller Advisors, LLC reports 23 employees.
Where is Westfuller Advisors, LLC located?
Westfuller Advisors, LLC is based in New York, NY and has been SEC-registered since 2017.
Does Westfuller Advisors, LLC disclose fund performance?
Westfuller Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1185 Avenue of the Americas, Suite 319, New York, NY 10036 |
| Phone | 212-219-6198 |
| Fax | 646-430-9466 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.37B▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.37Bregulatory AUM
Discretionary $2.66BNon-discretionary $707.9M