Westfuller Advisors, LLC
SEC RegisteredIgniting progress and possibility through finance
About the firm
Westfuller is an independent and objective investment advisory and wealth management firm. By weaving together multifaceted investment strategies that align portfolios with clients' missions and values, the firm serves families, institutions, and diverse communities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and wealth management, including purposeful financial planning, maximizing assets for systemic change, and leveraging diverse perspectives to align portfolios with clients' missions and values
Who they serve
Families, institutions, and diverse communities
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 49 | $240M |
| Pension/Profit Sharing Plans | 1 | $140M |
| State/Municipal Entities | 37 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Westfuller Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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