RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COLE, BRIAN, CHARLESICHIEF ADMINISTRATIVE OFFICERNA
Dziura, Michael, WICHIEF COMPLIANCE OFFICERNA Control
Dziura, Michael, WICHIEF COMPLIANCE OFFICERNA Control
NICHOLS, HEATHER, LEIGHICHIEF COMPLIANCE OFFICERNA
NICHOLS, HEATHER, LEIGHICHIEF COMPLIANCE OFFICERNA
NICHOLS, HEATHER, LEIGHICHIEF COMPLIANCE OFFICERNA
WILLIAMS, MONA, SHELICEICHIEF OPERATING OFFICERNA
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
CAMBRIA HOLDINGS, LLCDEMEMBERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTORC Control
FULLER, IAN, SCOTIMEMBER, CEOC Control
FULLER, IAN, SCOTIMEMBER, MANAGING DIRECTORC Control
FULLER, IAN, SCOTIMEMBER, CEOC Control
FULLER, IAN, SCOTIMEMBER, CEOC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, CIMEMBER, MANAGING DIRECTORC Control
WEST, LOLA, C.IMEMBER, CHAIRWOMANC Control
WEST, LOLA, C.IMEMBER, CHAIRWOMANC Control
WEST, LOLA, C.IMEMBER, CHAIRWOMAN, CHIEF CULTURE OFFICERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control
HERSCH, DARYL, SCOTTICAMBRIA HOLDINGS, LLCE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (6)

CA DC FL NJ NY TX

Address

1185 AVENUE OF THE AMERICAS
SUITE 319
NEW YORK, NY 10036
United States
Phone: 212-542-5851