Westfuller Advisors, Llc
- Regulatory AUM
- $3.4B
- Discretionary
- $2.7B
- Clients
- 88
- Avg AUM / client
- $38.3M
- Accounts
- 88
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 49 | $240M | 7.12% |
| Pooled investment vehicles (non-investment companies) | 1 | $140M | 4.15% |
| Charitable organizations | 37 | $3.0B | 88.6% |
| Corporations and other businesses | 1 | $3.4M | 0.1% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Loveland Foundation Inc EIN 833421375 | Brooklyn, NY | 12/31/2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hersch, Daryl, Scott | Shareholder | Dec 2006 (20y) | ≈ 18.75% – 50% via Cambria Holdings, Llc | |
| Ian Scot Fuller | Member, Ceo | Nov 2010 (16y) | 25% – 50% | |
| Lola C. West | Member, Chairwoman | Nov 2010 (16y) | 25% – 50% | |
| Dziura, Michael, W | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Todd D Van Grouw | Registered representative | Aug 2021 (5y) | ||
| Ellen Chiu | Registered representative | Nov 2021 (5y) | ||
| Kara Kelly | Registered representative | Feb 2022 (4y) | ||
| Ryan Arnez Monroe | Registered representative | Jul 2023 (3y) | ||
| Kreg Kerr | Registered representative | Apr 2024 (2y) | ||
| Rahima Jamal | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cambria Holdings, Llc | Member | Nov 2010 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hersch, Daryl, Scott: 75% – 100% of Cambria Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% 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.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Loveland Foundation Inc | Public charity | $23.6M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.05 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $2.0B (59% of AUM) Mar 2026
- Northern Trust $904M (27% of AUM) Mar 2026
- Fidelity Brokerage Services $255M (12% of AUM) Mar 2025
- U.S. Bancorp Investments, Inc. $19.0M (1% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗