WA
WESTFULLER ADVISORS, LLC
SEC RegisteredNEW YORK, NYhttps://westfulleradvisors.com212-219-6198
Assets Under Management
$1B–$5B
Employees
23
Office Locations
2 offices
Total Accounts
88
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Who they serve
| 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
Ian Scot Fuller
MEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
Lola C West
MEMBER, MANAGING DIRECTOR
Llc Cambria Holdings
MEMBER
Daryl Scott Hersch
SHAREHOLDER
Office locations
2 offices in 2 states
NY
NEW YORKHQ
CA
SAN FRANCISCO
Advisors at this firm
8 advisors in the directory
Ellen Chiu
Investment Adviser Representative
Ian Scot Fuller
Investment Adviser Representative
Rahima Jamal
Investment Adviser Representative
Kara Kelly
Investment Adviser Representative
Kreg Kerr
Investment Adviser Representative
Ryan Arnez Monroe
Investment Adviser Representative
Todd D Van Grouw
Investment Adviser Representative
Lola C. West
Investment Adviser Representative
Regulatory & compliance
CRD number
#155054
SEC Number
801-111864
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $3,000,000 (waivable)
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
westfulleradvisors.comPhone
212-219-6198Find an advisor that fits
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Editorial disclosure
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.