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WESTFULLER ADVISORS, LLC

NEW YORK, NY · CRD 155054 · IAPD ↗ · westfulleradvisors.com · 212-219-6198

$3.37BRegulatory AUM
14Advisory reps
23Employees
7Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — WESTFULLER ADVISORS, LLC notice-filed in DC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2026 — WESTFULLER ADVISORS, LLC reported RAUM up 58% ($2.14B -> $3.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — WESTFULLER ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2025 — WESTFULLER ADVISORS, LLC reported RAUM up 49% ($1.43B -> $2.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — WESTFULLER ADVISORS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.