WESTHILL FINANCIAL ADVISORS, INC.
CRD #152506 SEC #801-71005 SAN RAFAEL, CA 415-456-2292
SEC Registered
Total AUM
$684.4M
Discretionary
$672.3M
Employees
13
Clients
25
Accounts
1,212
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HYLAND, MEGHAN, MURPHY | I | CORPORATE SECRETARY | NA | Control |
| HYLAND, MEGHAN, MURPHY | I | CORPORATE SECRETARY | NA | Control |
| HYLAND, MEGHAN, MURPHY | I | CORPORATE SECRETARY | NA | Control |
| HYLAND, MEGHAN, MURPHY | I | CORPORATE SECRETARY | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO, CCO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO, CCO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO, CCO | NA | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO, CCO | NA | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | NA | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | NA | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | NA | Control |
| MCCRACKEN, DIANE, MARIE | I | DIRECTOR | NA | Control |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | Control |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | Control |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | Control |
| SAFRIT, NICHOLAS, FAISON | I | DIRECT OWNER, FINANCIAL ADVISOR | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | NA | Control |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | NA | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | DE | DIRECT OWNER | C | |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| LUDWIG, KIRK, MARTIN | I | CFO, CIO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| MCCRACKEN, DIANE, MARIE | I | SECRETARY, COO, CCO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| TADDEI, MATTHEW, FRANK | I | PRESIDENT, CEO | C | Control |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | DE | DIRECT OWNER | C | |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | B | |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | B | |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | DE | DIRECT OWNER | B | |
| MCCRACKEN, DIANE, MARIE | I | DIRECTOR | A | Control |
| MCCRACKEN, DIANE, MARIE | I | DIRECTOR | A | Control |
| MCCRACKEN, DIANE, MARIE | I | DIRECTOR | A | Control |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | A | |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | A | |
| THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | DE | DIRECT OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | E | |
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | E | |
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | E | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | E | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | E | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| MCCRACKEN, DIANE, MARIE | I | THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| TADDEI, MATTHEW, FRANK | I | THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15 | E | |
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | D | |
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | D | |
| HYLAND, MEGHAN, MURPHY | I | THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23 | D | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | D | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | D | |
| LUDWIG, KIRK, MARTIN | I | KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06 | D |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (12)
AZ CA FL HI ID NH NV NY OR TX VA WA
Address
999 FIFTH AVE., SUITE 300SAN RAFAEL, CA 94901
United States
Phone: 415-456-2292