Westhill Financial Advisors, Inc.
- Regulatory AUM
- $789M
- Discretionary
- $776M
- Clients
- 426
- Avg AUM / client
- $1.9M
- Accounts
- 1,272
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $85.7M | 10.9% |
| High net worth individuals | 214 | $686M | 86.9% |
| Pension and profit sharing plans | 8 | $16.1M | 2.04% |
| Corporations and other businesses | 4 | $1.8M | 0.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sourcewise Money Purchase Pension Plan Sourcewise | 2024 | |
| One Degree 403(b) Plan One Degree | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kirk Martin Ludwig | Cfo, Cio, Cco | CFP Chartered Financial Consultant | Sep 2006 (20y) | ≈ 12.5% – 37.5% via Kirk M Ludwig And Nancy Leung Trust U/T/A Dated 9/21/06 |
| Diane Marie Mccracken | Director | Oct 2008 (18y) | ≈ 3.75% – 10% via The Diane Mccracken Trust U/T/A Dated 10/6/08 | |
| Matthew Frank Taddei | President, Ceo | CFP Chartered Financial Consultant | Dec 2009 (17y) | ≈ 18.75% – 50% via The Matthew F Taddei Trust U/T/A Dated 9/17/15 |
| Meghan Murphy Hyland | Grantor And Trustee | Feb 2016 (11y) | ≈ 5% – 18.75% via The Hyland Family Trust U/T/A Dated 1/30/23 | |
| Nicholas Faison Safrit | Direct Owner, Financial Advisor | CFP | Mar 2020 (6y) | Less than 5% |
| Samantha Lain Keeler | Registered representative | CFP | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Matthew F Taddei Trust U/T/A Dated 9/17/15 | Direct Owner | Jan 2023 | A | 25% – 50% |
| Kirk M Ludwig And Nancy Leung Trust U/T/A Dated 9/21/06 | Direct Owner | Jan 2023 | A | 25% – 50% |
| The Hyland Family Trust U/T/A Dated 1/30/23 | Direct Owner | Jan 2023 | A | 10% – 25% |
| The Diane Mccracken Trust U/T/A Dated 10/6/08 | Direct Owner | Jan 2023 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kirk Martin Ludwig: 50% – 75% of Kirk M Ludwig And Nancy Leung Trust U/T/A Dated 9/21/06 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Diane Marie Mccracken: 75% – 100% of The Diane Mccracken Trust U/T/A Dated 10/6/08 × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Matthew Frank Taddei: 75% – 100% of The Matthew F Taddei Trust U/T/A Dated 9/17/15 × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Meghan Murphy Hyland: 50% – 75% of The Hyland Family Trust U/T/A Dated 1/30/23 × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sourcewise Money Purchase Pension Plan | Sourcewise | 85 | $3.6M | 01/01/2024 |
| One Degree 403(b) Plan | One Degree | 9 | $8.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $784M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗