Westhill Financial Advisors, Inc.
● SEC registered since 2010CRD 152506SEC# 801-71005San Rafael, CA
Reg. AUM
$789.4M
Employees
11
Accounts
1,272
Location
San Rafael, CA
Westhill Financial Advisors, Inc. assets under management
Westhill Financial Advisors, Inc. operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2010. It reports $789.4 million in regulatory assets under management and employs 11 people.
Westhill Financial Advisors, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Marie McCracken Control | Director | Under 5% | 2009 |
| Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 | Direct Owner | 25-50% | 2023 |
| Kirk Martin Ludwig Control | Cco, Cio & Treasurer | Under 5% | 2009 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Westhill Financial Advisors, Inc. manage?
Westhill Financial Advisors, Inc. reports $789.4 million in regulatory assets under management on its Form ADV.
How many employees does Westhill Financial Advisors, Inc. have?
Westhill Financial Advisors, Inc. reports 11 employees.
Where is Westhill Financial Advisors, Inc. located?
Westhill Financial Advisors, Inc. is based in San Rafael, CA and has been SEC-registered since 2010.
Does Westhill Financial Advisors, Inc. disclose fund performance?
Westhill Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 Fifth Ave., Suite 300, San Rafael, CA 94901 |
| Phone | 415-456-2292 |
| Fax | 415-456-2935 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$789.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$789.4Mregulatory AUM
Discretionary $775.6MNon-discretionary $13.8M