WESTFULLER ADVISORS, LLC
CRD #155054 SEC #801-111864 NEW YORK, NY 212-542-5851
SEC Registered
Total AUM
$2.1B
Discretionary
$1.5B
Employees
16
Clients
25
Accounts
75
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $1.5B | $627M | 16 | 7 |
| Mar 2024 | $1.4B | $997.5M | $434.1M | 15 | 13 |
| Mar 2023 | $1.3B | $835.4M | $438.3M | 13 | 13 |
| Aug 2022 | $806.9M | $698.9M | $108M | 9 | 9 |
| Mar 2022 | $806.9M | $698.9M | $108M | 9 | 9 |
| Sep 2021 | $426.3M | $345M | $81.3M | 8 | 8 |
| Mar 2021 | $177.9M | $120M | $57.9M | 6 | 8 |
| Jun 2020 | $89.9M | $53.6M | $36.3M | 7 | 8 |
| Jun 2020 | $89.9M | $53.6M | $36.3M | 7 | 8 |
| Apr 2020 | $89.9M | $53.6M | $36.3M | 7 | 8 |
| May 2019 | $98.2M | $52.4M | $45.8M | 7 | 14 |
| Apr 2019 | $98.2M | $52.4M | $45.8M | 6 | 14 |
| Apr 2018 | $73.7M | $42M | $31.8M | 5 | 10 |
| Sep 2017 | $57.1M | $31.2M | $25.9M | 5 | 26 |
DateMar 2025
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$627M
Employees16
Clients7
DateMar 2024
Total AUM$1.4B
Discretionary$997.5M
Non-Disc.$434.1M
Employees15
Clients13
DateMar 2023
Total AUM$1.3B
Discretionary$835.4M
Non-Disc.$438.3M
Employees13
Clients13
DateAug 2022
Total AUM$806.9M
Discretionary$698.9M
Non-Disc.$108M
Employees9
Clients9
DateMar 2022
Total AUM$806.9M
Discretionary$698.9M
Non-Disc.$108M
Employees9
Clients9
DateSep 2021
Total AUM$426.3M
Discretionary$345M
Non-Disc.$81.3M
Employees8
Clients8
DateMar 2021
Total AUM$177.9M
Discretionary$120M
Non-Disc.$57.9M
Employees6
Clients8
DateJun 2020
Total AUM$89.9M
Discretionary$53.6M
Non-Disc.$36.3M
Employees7
Clients8
DateJun 2020
Total AUM$89.9M
Discretionary$53.6M
Non-Disc.$36.3M
Employees7
Clients8
DateApr 2020
Total AUM$89.9M
Discretionary$53.6M
Non-Disc.$36.3M
Employees7
Clients8
DateMay 2019
Total AUM$98.2M
Discretionary$52.4M
Non-Disc.$45.8M
Employees7
Clients14
DateApr 2019
Total AUM$98.2M
Discretionary$52.4M
Non-Disc.$45.8M
Employees6
Clients14
DateApr 2018
Total AUM$73.7M
Discretionary$42M
Non-Disc.$31.8M
Employees5
Clients10
DateSep 2017
Total AUM$57.1M
Discretionary$31.2M
Non-Disc.$25.9M
Employees5
Clients26